+111.4%
DAL vs DINO
+250.9%
-139.5%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.4% | -0.4% |
| 7D | -1.1% | +5.7% | -6.8% | -2.4% |
| 30D | +12.8% | -19.6% | +32.4% | +18.2% |
| 3M | -5.3% | +11.8% | -17.1% | -9.2% |
| 6M | +22.4% | +49.0% | -26.6% | +7.4% |
| YTD | +25.6% | +128.1% | -102.5% | -5.2% |
| 1Y | +45.5% | +96.3% | -50.8% | +15.2% |
| 3Y | +161.0% | +113.8% | +47.2% | +87.8% |
| All | +111.4% | +250.9% | -139.5% | +24.5% |
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 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