+328.7%
DINO vs AEIS
+238.7%
+90.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +1.0% | 0.0% |
| 7D | +2.0% | +6.5% | -4.5% | +0.9% |
| 30D | +27.7% | -9.2% | +36.9% | +29.3% |
| 3M | +56.3% | -8.3% | +64.6% | +55.6% |
| 6M | +107.6% | -6.3% | +113.9% | +101.8% |
| YTD | +140.2% | +36.5% | +103.7% | +110.6% |
| 1Y | +113.0% | +84.8% | +28.2% | +70.3% |
| 3Y | +100.1% | +176.6% | -76.5% | +38.0% |
| 5Y | +328.7% | +237.1% | +91.6% | +169.0% |
| All | +328.7% | +238.7% | +90.0% | +169.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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