+303.6%
DINO vs AR
+143.7%
+159.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.5% |
| 7D | +5.7% | +2.5% | +3.2% | +4.9% |
| 30D | +27.8% | +14.8% | +13.0% | +22.2% |
| 3M | +45.6% | +6.2% | +39.4% | +42.3% |
| 6M | +88.5% | +4.3% | +84.2% | +85.1% |
| YTD | +134.1% | +14.4% | +119.7% | +122.0% |
| 1Y | +111.1% | +21.3% | +89.8% | +95.3% |
| 3Y | +109.1% | +39.8% | +69.3% | +77.8% |
| All | +303.6% | +143.7% | +159.9% | +183.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling