+1,007.3%
DINO vs BAH
+1,084.3%
-76.9%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.2% |
| 7D | -12.9% | +0.5% | -13.3% | -13.1% |
| 30D | -18.6% | +18.2% | -36.8% | -22.6% |
| 3M | +16.6% | +13.1% | +3.5% | +12.0% |
| 6M | +38.2% | +15.2% | +23.0% | +30.9% |
| YTD | +119.3% | +6.0% | +113.3% | +110.2% |
| 1Y | +84.3% | +3.1% | +81.2% | +77.6% |
| 3Y | +107.1% | -26.2% | +133.3% | +111.5% |
| 5Y | +249.9% | +9.3% | +240.6% | +201.1% |
| 10Y | +428.8% | +212.3% | +216.5% | +209.9% |
| All | +1,007.3% | +1,084.3% | -76.9% | +242.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling