+102.0%
DINO vs BDX
+54.0%
+48.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +5.6% | -13.3% | -6.7% |
| 7D | -6.6% | +7.2% | -13.8% | -5.3% |
| 30D | -9.2% | +15.8% | -25.0% | -7.0% |
| 3M | +19.2% | +23.7% | -4.5% | +23.7% |
| 6M | +47.6% | +44.8% | +2.7% | +56.8% |
| YTD | +132.2% | +39.8% | +92.5% | +136.1% |
| 1Y | +102.0% | +52.3% | +49.6% | +102.4% |
| All | +102.0% | +54.0% | +48.0% | +102.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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