+119.0%
DINO vs BAM
-12.8%
+131.7%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.4% | +6.2% | +2.6% |
| 7D | +4.2% | -1.6% | +5.8% | +4.1% |
| 30D | +33.9% | -6.0% | +39.9% | +33.6% |
| 3M | +50.5% | +7.3% | +43.2% | +50.6% |
| 6M | +95.2% | +8.2% | +86.9% | +94.6% |
| YTD | +140.6% | -3.8% | +144.4% | +143.8% |
| 1Y | +119.0% | -10.7% | +129.7% | +128.0% |
| All | +119.0% | -12.8% | +131.7% | +128.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 1y: compounded portfolio wealth divided by compounded BAM 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…
1y analysis · Full analysis span regression · 6 months rolling