-2.5%
BSX vs DINO
+326.2%
-328.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.4% | -3.7% | -4.1% |
| 7D | -8.2% | +1.5% | -9.7% | -8.3% |
| 30D | -15.8% | +25.9% | -41.7% | -16.9% |
| 3M | -10.8% | +53.2% | -64.0% | -13.0% |
| 6M | -38.4% | +105.5% | -143.9% | -41.1% |
| YTD | -54.8% | +139.2% | -194.0% | -57.5% |
| 1Y | -59.0% | +117.4% | -176.4% | -61.2% |
| 3Y | -20.0% | +99.3% | -119.3% | -25.6% |
| All | -2.5% | +326.2% | -328.7% | -15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded DINO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling