+273.4%
DINO vs AR
-33.4%
+306.8%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.4% |
| 7D | -15.5% | -14.3% | -1.2% | -11.7% |
| 30D | -16.0% | +1.4% | -17.4% | -16.3% |
| 3M | +17.9% | +3.4% | +14.5% | +16.6% |
| 6M | +38.5% | -2.1% | +40.6% | +38.6% |
| YTD | +115.8% | +4.7% | +111.1% | +110.9% |
| 1Y | +87.1% | +10.6% | +76.5% | +79.8% |
| 3Y | +96.5% | +24.6% | +71.9% | +77.2% |
| 5Y | +249.9% | +71.9% | +178.0% | +177.5% |
| 10Y | +472.9% | +46.4% | +426.5% | +268.3% |
| All | +273.4% | -33.4% | +306.8% | +171.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling