+19,380.1%
DINO vs BEN
+4,913.3%
+14,466.8%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.5% | -4.2% | -1.9% |
| 7D | +5.7% | +0.2% | +5.5% | +5.5% |
| 30D | +27.8% | -0.5% | +28.4% | +27.9% |
| 3M | +45.6% | +9.7% | +35.9% | +40.4% |
| 6M | +88.5% | +33.9% | +54.6% | +68.0% |
| YTD | +134.1% | +49.0% | +85.1% | +100.7% |
| 1Y | +111.1% | +42.1% | +69.0% | +83.4% |
| 3Y | +109.1% | +51.9% | +57.2% | +74.4% |
| 5Y | +307.2% | +39.0% | +268.1% | +241.1% |
| 10Y | +495.9% | +57.9% | +438.1% | +374.5% |
| All | +19,380.1% | +4,913.3% | +14,466.8% | +11,526.4% |
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