+105.9%
C vs DINO
+245.4%
-139.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.6% |
| 7D | -2.4% | -15.5% | +13.1% | +1.2% |
| 30D | -6.0% | -16.0% | +10.0% | -2.8% |
| 3M | -10.5% | +17.9% | -28.5% | -14.9% |
| 6M | -5.7% | +38.5% | -44.2% | -14.4% |
| YTD | +4.1% | +115.8% | -111.7% | -17.4% |
| 1Y | +20.5% | +87.1% | -66.6% | -0.6% |
| 3Y | +208.1% | +96.5% | +111.6% | +140.6% |
| All | +105.9% | +245.4% | -139.4% | +43.3% |
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