+111.1%
DINO vs AEE
+8.8%
+102.3%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | +5.7% | +0.3% | +5.4% | +5.8% |
| 30D | +27.8% | -2.3% | +30.1% | +27.3% |
| 3M | +45.6% | +0.2% | +45.4% | +44.5% |
| 6M | +88.5% | -4.7% | +93.2% | +86.8% |
| YTD | +134.1% | +8.1% | +126.0% | +127.8% |
| 1Y | +111.1% | +8.5% | +102.6% | +110.2% |
| All | +111.1% | +8.8% | +102.3% | +110.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 1y: compounded portfolio wealth divided by compounded AEE 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…
1y analysis · Full analysis span regression · 6 months rolling