+1,027.9%
C vs DINO
+18,239.3%
-17,211.4%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.6% |
| 7D | -0.4% | -12.9% | +12.5% | +3.9% |
| 30D | -5.2% | -18.6% | +13.4% | +0.6% |
| 3M | -9.1% | +16.6% | -25.7% | -14.4% |
| 6M | -1.6% | +38.2% | -39.7% | -13.0% |
| YTD | +6.9% | +119.3% | -112.4% | -19.9% |
| 1Y | +23.0% | +84.3% | -61.3% | -2.7% |
| 3Y | +216.1% | +107.1% | +109.0% | +135.1% |
| 5Y | +112.2% | +249.9% | -137.7% | +26.7% |
| 10Y | +208.8% | +428.8% | -220.0% | +48.4% |
| All | +1,027.9% | +18,239.3% | -17,211.4% | +171.4% |
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