+111.1%
DINO vs BHP
+65.8%
+45.3%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.8% | -0.9% |
| 7D | +5.7% | -5.0% | +10.7% | +5.3% |
| 30D | +27.8% | +1.2% | +26.7% | +27.9% |
| 3M | +45.6% | +1.8% | +43.8% | +46.2% |
| 6M | +88.5% | +18.0% | +70.5% | +91.7% |
| YTD | +134.1% | +52.7% | +81.4% | +127.2% |
| 1Y | +111.1% | +66.0% | +45.1% | +101.9% |
| All | +111.1% | +65.8% | +45.3% | +101.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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