+104.9%
DINO vs AS
+120.4%
-15.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.6% | -4.3% | -1.0% |
| 7D | +5.7% | -4.9% | +10.6% | +6.1% |
| 30D | +27.8% | -19.6% | +47.4% | +30.0% |
| 3M | +45.6% | -14.4% | +60.0% | +47.1% |
| 6M | +88.5% | -20.1% | +108.6% | +91.2% |
| YTD | +134.1% | -20.9% | +155.1% | +137.1% |
| 1Y | +111.1% | -21.9% | +133.0% | +113.6% |
| All | +104.9% | +120.4% | -15.4% | +85.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling