+1,107.0%
DIA vs DINO
+15,584.7%
-14,477.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +2.1% | +5.7% | -3.6% | +1.2% |
| 30D | +1.5% | -19.6% | +21.0% | +4.9% |
| 3M | -2.4% | +11.8% | -14.2% | -4.7% |
| 6M | +6.0% | +49.0% | -43.0% | -1.7% |
| YTD | +10.1% | +128.1% | -118.0% | -5.8% |
| 1Y | +11.8% | +96.3% | -84.5% | -1.9% |
| 3Y | +59.7% | +113.8% | -54.1% | +35.8% |
| 5Y | +57.9% | +252.7% | -194.8% | +20.0% |
| 10Y | +236.2% | +451.4% | -215.2% | +121.0% |
| All | +1,107.0% | +15,584.7% | -14,477.7% | +393.8% |
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