+16.0%
BX vs DINO
+319.5%
-303.5%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.4% | -2.7% |
| 7D | -8.9% | +1.5% | -10.4% | -9.3% |
| 30D | -14.8% | +25.9% | -40.7% | -19.8% |
| 3M | +6.9% | +53.2% | -46.2% | -5.0% |
| 6M | +16.3% | +105.5% | -89.2% | -6.0% |
| YTD | -16.1% | +139.2% | -155.3% | -35.8% |
| 1Y | -26.8% | +117.4% | -144.2% | -42.5% |
| 3Y | +22.4% | +99.3% | -76.8% | -6.2% |
| 5Y | +16.0% | +333.0% | -317.0% | -26.7% |
| All | +16.0% | +319.5% | -303.5% | -26.7% |
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