+250.8%
DINO vs BB
-14.0%
+264.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.0% | +3.4% | +0.7% |
| 7D | +4.5% | +9.0% | -4.5% | +3.7% |
| 30D | -20.3% | +7.7% | -28.0% | -21.1% |
| 3M | +16.2% | +4.0% | +12.2% | +15.1% |
| 6M | +44.1% | +46.6% | -2.5% | +36.7% |
| YTD | +126.9% | +140.6% | -13.8% | +104.0% |
| 1Y | +94.0% | +103.1% | -9.1% | +77.2% |
| 3Y | +114.2% | +150.5% | -36.3% | +86.1% |
| 5Y | +250.8% | -15.4% | +266.2% | +274.4% |
| All | +250.8% | -14.0% | +264.8% | +274.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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