+950.6%
BX vs DINO
+495.3%
+455.3%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.8% | -4.4% | -2.5% |
| 7D | -2.0% | +4.2% | -6.1% | -3.4% |
| 30D | -2.3% | +33.9% | -36.2% | -11.7% |
| 3M | +18.5% | +50.5% | -32.0% | +2.0% |
| 6M | +23.7% | +95.2% | -71.4% | -3.9% |
| YTD | -10.4% | +140.6% | -150.9% | -35.8% |
| 1Y | -19.6% | +119.0% | -138.5% | -40.7% |
| 3Y | +30.8% | +100.4% | -69.6% | -3.2% |
| 5Y | +24.3% | +324.6% | -300.2% | -32.9% |
| 10Y | +679.5% | +485.3% | +194.2% | +204.2% |
| All | +950.6% | +495.3% | +455.3% | +141.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling