+317.4%
DINO vs AMP
+122.1%
+195.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.2% |
| 7D | +2.3% | -0.5% | +2.8% | +2.5% |
| 30D | +22.6% | -1.3% | +24.0% | +23.4% |
| 3M | +55.2% | +24.2% | +31.0% | +39.3% |
| 6M | +93.8% | +24.6% | +69.2% | +72.6% |
| YTD | +139.5% | +14.8% | +124.7% | +121.3% |
| 1Y | +115.3% | +12.8% | +102.5% | +100.2% |
| 3Y | +98.8% | +69.0% | +29.8% | +48.9% |
| All | +317.4% | +122.1% | +195.2% | +161.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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