+249.9%
DINO vs BAH
+10.2%
+239.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.1% |
| 7D | -12.9% | +0.5% | -13.3% | -13.0% |
| 30D | -18.6% | +18.2% | -36.8% | -20.3% |
| 3M | +16.6% | +13.1% | +3.5% | +14.6% |
| 6M | +38.2% | +15.2% | +23.0% | +35.3% |
| YTD | +119.3% | +6.0% | +113.3% | +116.1% |
| 1Y | +84.3% | +3.1% | +81.2% | +82.2% |
| 3Y | +107.1% | -26.2% | +133.3% | +107.3% |
| 5Y | +249.9% | +9.3% | +240.6% | +220.5% |
| All | +249.9% | +10.2% | +239.7% | +220.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling