+94.0%
DINO vs AS
+142.2%
-48.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +3.1% | -0.5% | +2.4% |
| 7D | -10.7% | +5.8% | -16.5% | -11.0% |
| 30D | -17.8% | +15.4% | -33.1% | -18.6% |
| 3M | +23.3% | -11.9% | +35.2% | +24.6% |
| 6M | +39.6% | -9.9% | +49.5% | +40.4% |
| YTD | +121.6% | -13.1% | +134.7% | +122.7% |
| 1Y | +88.2% | +9.9% | +78.3% | +81.6% |
| All | +94.0% | +142.2% | -48.3% | +74.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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