+18,881.2%
DINO vs BEN
+5,152.6%
+13,728.6%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.1% |
| 7D | +5.7% | +6.8% | -1.1% | +3.3% |
| 30D | -19.6% | +18.0% | -37.5% | -24.3% |
| 3M | +11.8% | +7.5% | +4.3% | +8.4% |
| 6M | +49.0% | +14.7% | +34.2% | +40.5% |
| YTD | +128.1% | +56.1% | +72.0% | +91.6% |
| 1Y | +96.3% | +69.6% | +26.7% | +60.0% |
| 3Y | +113.8% | +87.7% | +26.1% | +65.2% |
| 5Y | +252.7% | +28.6% | +224.0% | +203.5% |
| 10Y | +451.4% | +59.8% | +391.6% | +333.5% |
| All | +18,881.2% | +5,152.6% | +13,728.6% | +10,995.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling