+15,514.1%
DINO vs AEE
+892.1%
+14,622.0%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.5% |
| 7D | +5.7% | +1.7% | +4.0% | +4.8% |
| 30D | -19.6% | +9.7% | -29.3% | -23.2% |
| 3M | +11.8% | +5.9% | +5.9% | +8.4% |
| 6M | +49.0% | +6.7% | +42.3% | +43.0% |
| YTD | +128.1% | +17.4% | +110.8% | +108.1% |
| 1Y | +96.3% | +12.7% | +83.6% | +82.6% |
| 3Y | +113.8% | +68.2% | +45.6% | +59.4% |
| 5Y | +252.7% | +57.3% | +195.4% | +166.9% |
| 10Y | +451.4% | +220.6% | +230.8% | +173.3% |
| All | +15,514.1% | +892.1% | +14,622.0% | +4,450.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling