+19,380.1%
DINO vs BHP
+7,909.4%
+11,470.8%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | +5.7% | -2.9% | +8.6% | +7.0% |
| 30D | +27.8% | +3.4% | +24.4% | +25.7% |
| 3M | +45.6% | +4.1% | +41.6% | +41.5% |
| 6M | +88.5% | +20.6% | +67.9% | +69.7% |
| YTD | +134.1% | +56.1% | +78.1% | +88.3% |
| 1Y | +111.1% | +69.6% | +41.5% | +63.2% |
| 3Y | +109.1% | +78.8% | +30.3% | +55.4% |
| 5Y | +307.2% | +113.1% | +194.1% | +173.2% |
| 10Y | +495.9% | +505.9% | -9.9% | +163.3% |
| All | +19,380.1% | +7,909.4% | +11,470.8% | +6,629.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling