+55.4%
CVS vs DINO
+97.4%
-42.0%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | -0.1% |
| 7D | -2.0% | +1.5% | -3.4% | -2.1% |
| 30D | +1.9% | +25.9% | -24.0% | -0.6% |
| 3M | -2.2% | +53.2% | -55.4% | -6.6% |
| 6M | +26.7% | +105.5% | -78.7% | +16.3% |
| YTD | +22.9% | +139.2% | -116.4% | +10.0% |
| 1Y | +32.9% | +117.4% | -84.5% | +20.3% |
| All | +55.4% | +97.4% | -42.0% | +40.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling