+1,145.9%
DELL vs DINO
+326.7%
+819.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.1% | +11.9% | +11.9% |
| 7D | +8.2% | +2.3% | +5.9% | +7.5% |
| 30D | +17.1% | +22.6% | -5.6% | +10.3% |
| 3M | +45.2% | +55.2% | -10.1% | +26.8% |
| 6M | +286.8% | +93.8% | +193.0% | +214.4% |
| YTD | +354.8% | +139.5% | +215.3% | +243.2% |
| 1Y | +358.3% | +115.3% | +242.9% | +256.5% |
| 3Y | +724.9% | +98.8% | +626.1% | +519.7% |
| All | +1,145.9% | +326.7% | +819.2% | +686.6% |
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