+102.0%
DINO vs AEE
+13.9%
+88.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +2.5% | -10.2% | -7.3% |
| 7D | -6.6% | +4.7% | -11.3% | -5.9% |
| 30D | -9.2% | +13.4% | -22.7% | -7.6% |
| 3M | +19.2% | +4.1% | +15.2% | +19.8% |
| 6M | +47.6% | +2.0% | +45.5% | +47.6% |
| YTD | +132.2% | +15.6% | +116.6% | +122.8% |
| 1Y | +102.0% | +14.1% | +87.9% | +95.0% |
| All | +102.0% | +13.9% | +88.1% | +95.0% |
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