+324.6%
DINO vs ALC
-15.6%
+340.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.0% | +4.7% | +3.1% |
| 7D | +4.2% | -3.7% | +7.8% | +4.8% |
| 30D | +33.9% | -3.7% | +37.6% | +34.6% |
| 3M | +50.5% | +4.6% | +46.0% | +49.1% |
| 6M | +95.2% | -14.6% | +109.8% | +99.9% |
| YTD | +140.6% | -11.9% | +152.4% | +144.1% |
| 1Y | +119.0% | -13.1% | +132.1% | +122.5% |
| 3Y | +100.4% | -15.0% | +115.4% | +102.4% |
| 5Y | +324.6% | -16.2% | +340.8% | +320.6% |
| All | +324.6% | -15.6% | +340.2% | +320.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 ALC 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