+475.0%
DINO vs BAH
+207.9%
+267.0%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | 0.0% |
| 7D | +2.3% | +4.3% | -2.0% | +1.2% |
| 30D | +22.6% | -2.5% | +25.1% | +23.3% |
| 3M | +55.2% | -0.9% | +56.2% | +54.8% |
| 6M | +93.8% | +1.5% | +92.3% | +91.1% |
| YTD | +139.5% | -8.0% | +147.5% | +140.2% |
| 1Y | +115.3% | -24.7% | +140.0% | +127.9% |
| 3Y | +98.8% | -28.4% | +127.2% | +100.6% |
| 5Y | +333.5% | +2.8% | +330.7% | +266.1% |
| All | +475.0% | +207.9% | +267.0% | +252.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 10y: compounded portfolio wealth divided by compounded BAH 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…
10y analysis · Full analysis span regression · 6 months rolling