+4,770.1%
DELL vs DINO
+461.8%
+4,308.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.8% | -0.9% | +1.2% |
| 7D | +25.6% | +4.2% | +21.4% | +24.4% |
| 30D | +17.7% | +33.9% | -16.2% | +9.4% |
| 3M | +33.4% | +50.5% | -17.1% | +20.0% |
| 6M | +266.2% | +95.2% | +171.0% | +207.2% |
| YTD | +328.0% | +140.6% | +187.4% | +238.8% |
| 1Y | +339.6% | +119.0% | +220.6% | +255.2% |
| 3Y | +694.6% | +100.4% | +594.2% | +539.2% |
| 5Y | +1,122.0% | +324.6% | +797.4% | +711.3% |
| 10Y | +4,062.5% | +485.3% | +3,577.2% | +2,663.0% |
| All | +4,770.1% | +461.8% | +4,308.3% | +3,209.2% |
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