+98.6%
DINO vs AEE
+46.3%
+52.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | -0.3% |
| 7D | +1.5% | -0.7% | +2.2% | +1.5% |
| 30D | +25.9% | -2.0% | +27.9% | +26.1% |
| 3M | +53.2% | -2.8% | +56.0% | +53.0% |
| 6M | +105.5% | -3.6% | +109.0% | +105.1% |
| YTD | +139.2% | +7.3% | +131.9% | +134.7% |
| 1Y | +117.4% | +8.7% | +108.7% | +112.7% |
| All | +98.6% | +46.3% | +52.2% | +81.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling