+1,129.1%
DIA vs DINO
+15,997.0%
-14,867.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.4% |
| 7D | -0.2% | +5.7% | -5.9% | -1.1% |
| 30D | -1.5% | +27.8% | -29.3% | -5.6% |
| 3M | +3.8% | +45.6% | -41.9% | -2.9% |
| 6M | +10.3% | +88.5% | -78.2% | -1.7% |
| YTD | +12.1% | +134.1% | -122.0% | -4.1% |
| 1Y | +18.6% | +111.1% | -92.5% | +3.1% |
| 3Y | +60.6% | +109.1% | -48.5% | +37.4% |
| 5Y | +64.4% | +307.2% | -242.8% | +22.3% |
| 10Y | +250.1% | +495.9% | -245.8% | +127.2% |
| All | +1,129.1% | +15,997.0% | -14,867.9% | +402.8% |
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