-28.0%
DHR vs DINO
+326.7%
-354.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | -3.6% | +2.3% | -5.9% | -3.8% |
| 30D | -2.7% | +22.6% | -25.4% | -4.6% |
| 3M | +10.9% | +55.2% | -44.3% | +5.9% |
| 6M | +3.0% | +93.8% | -90.7% | -4.4% |
| YTD | -12.2% | +139.5% | -151.7% | -21.1% |
| 1Y | +3.3% | +115.3% | -112.0% | -6.0% |
| 3Y | -8.2% | +98.8% | -107.0% | -18.9% |
| All | -28.0% | +326.7% | -354.7% | -35.6% |
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