+100.4%
DINO vs AR
+44.7%
+55.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.8% | +3.6% | +3.0% |
| 7D | +4.2% | -1.8% | +6.0% | +4.7% |
| 30D | +33.9% | +12.6% | +21.3% | +29.2% |
| 3M | +50.5% | +10.0% | +40.5% | +45.9% |
| 6M | +95.2% | +0.6% | +94.5% | +94.0% |
| YTD | +140.6% | +13.4% | +127.1% | +130.1% |
| 1Y | +119.0% | +21.7% | +97.3% | +104.2% |
| 3Y | +100.4% | +45.8% | +54.6% | +77.3% |
| All | +100.4% | +44.7% | +55.7% | +77.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 3y: compounded portfolio wealth divided by compounded AR 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…
3y analysis · Full analysis span regression · 6 months rolling