+317.4%
DINO vs BDX
-2.2%
+319.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | 0.0% |
| 7D | +2.3% | -3.2% | +5.5% | +2.6% |
| 30D | +22.6% | -2.5% | +25.2% | +22.9% |
| 3M | +55.2% | +21.4% | +33.8% | +52.1% |
| 6M | +93.8% | +10.4% | +83.4% | +91.9% |
| YTD | +139.5% | +18.8% | +120.7% | +133.9% |
| 1Y | +115.3% | +21.7% | +93.6% | +109.4% |
| 3Y | +98.8% | -10.0% | +108.7% | +99.4% |
| All | +317.4% | -2.2% | +319.6% | +304.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling