+475.0%
DINO vs BHP
+496.8%
-21.9%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.2% |
| 7D | +2.3% | -3.6% | +5.9% | +4.1% |
| 30D | +22.6% | -1.2% | +23.8% | +22.9% |
| 3M | +55.2% | +1.2% | +54.0% | +52.3% |
| 6M | +93.8% | +21.4% | +72.4% | +68.6% |
| YTD | +139.5% | +50.4% | +89.1% | +83.0% |
| 1Y | +115.3% | +67.5% | +47.8% | +53.6% |
| 3Y | +98.8% | +72.8% | +26.0% | +35.0% |
| 5Y | +333.5% | +112.6% | +220.9% | +142.0% |
| All | +475.0% | +496.8% | -21.9% | +92.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling