+252.4%
DINO vs AEE
+56.4%
+196.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.2% |
| 7D | +5.7% | +1.7% | +4.0% | +5.4% |
| 30D | -19.6% | +9.7% | -29.3% | -21.0% |
| 3M | +11.8% | +5.9% | +5.9% | +10.5% |
| 6M | +49.0% | +6.7% | +42.3% | +46.4% |
| YTD | +128.1% | +17.4% | +110.8% | +118.4% |
| 1Y | +96.3% | +12.7% | +83.6% | +89.9% |
| 3Y | +113.8% | +68.2% | +45.6% | +83.7% |
| All | +252.4% | +56.4% | +196.0% | +217.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling