+107.9%
DINO vs BAM
+61.4%
+46.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -0.8% |
| 7D | +5.7% | -2.0% | +7.7% | +6.2% |
| 30D | +27.8% | -2.9% | +30.7% | +28.5% |
| 3M | +45.6% | +9.4% | +36.2% | +41.6% |
| 6M | +88.5% | +10.8% | +77.7% | +81.5% |
| YTD | +134.1% | -0.4% | +134.6% | +132.6% |
| 1Y | +111.1% | -10.9% | +122.0% | +117.6% |
| All | +107.9% | +61.4% | +46.5% | +71.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling