+115.3%
DINO vs BEN
+45.3%
+70.0%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +2.3% | -3.1% | +5.4% | +2.3% |
| 30D | +22.6% | +0.2% | +22.5% | +22.6% |
| 3M | +55.2% | +6.8% | +48.4% | +55.1% |
| 6M | +93.8% | +38.1% | +55.7% | +91.3% |
| YTD | +139.5% | +44.3% | +95.2% | +134.2% |
| 1Y | +115.3% | +42.6% | +72.7% | +106.3% |
| All | +115.3% | +45.3% | +70.0% | +106.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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