+19,884.6%
DINO vs BDX
+5,237.1%
+14,647.5%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.1% | -0.4% |
| 7D | +2.0% | -3.6% | +5.5% | +2.7% |
| 30D | +27.7% | +0.7% | +27.0% | +27.4% |
| 3M | +56.3% | +19.0% | +37.3% | +49.9% |
| 6M | +107.6% | +10.8% | +96.8% | +101.4% |
| YTD | +140.2% | +20.1% | +120.0% | +128.3% |
| 1Y | +113.0% | +23.1% | +89.9% | +101.1% |
| 3Y | +100.1% | -8.8% | +108.9% | +100.1% |
| 5Y | +328.7% | -1.4% | +330.2% | +316.3% |
| 10Y | +489.2% | +60.5% | +428.7% | +406.9% |
| All | +19,884.6% | +5,237.1% | +14,647.5% | +12,756.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling