+324.6%
DINO vs ACM
+4.8%
+319.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.8% | +3.6% | +3.0% |
| 7D | +4.2% | -0.3% | +4.5% | +4.3% |
| 30D | +33.9% | -12.9% | +46.8% | +39.8% |
| 3M | +50.5% | -6.4% | +56.9% | +52.1% |
| 6M | +95.2% | -29.2% | +124.4% | +120.2% |
| YTD | +140.6% | -29.9% | +170.5% | +169.4% |
| 1Y | +119.0% | -47.3% | +166.2% | +180.5% |
| 3Y | +100.4% | -19.6% | +120.0% | +100.5% |
| 5Y | +324.6% | +5.5% | +319.1% | +262.3% |
| All | +324.6% | +4.8% | +319.8% | +262.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACM.
Daily Out/Under-Performance
Portfolio return minus ACM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACM 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 ACM 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