+328.7%
DINO vs ATI
+1,086.3%
-757.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | +2.0% | +2.4% | -0.4% | +1.4% |
| 30D | +27.7% | -9.5% | +37.2% | +30.1% |
| 3M | +56.3% | +10.4% | +45.9% | +51.8% |
| 6M | +107.6% | +31.8% | +75.7% | +91.4% |
| YTD | +140.2% | +80.0% | +60.2% | +103.0% |
| 1Y | +113.0% | +175.8% | -62.8% | +59.1% |
| 3Y | +100.1% | +364.2% | -264.2% | +23.5% |
| 5Y | +328.7% | +1,076.9% | -748.1% | +106.6% |
| All | +328.7% | +1,086.3% | -757.6% | +106.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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