+328.7%
DINO vs BLDR
+13.4%
+315.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.7% | +0.1% |
| 7D | +2.0% | -2.7% | +4.7% | +2.3% |
| 30D | +27.7% | -14.7% | +42.4% | +30.5% |
| 3M | +56.3% | -20.8% | +77.1% | +60.3% |
| 6M | +107.6% | -35.3% | +142.9% | +119.6% |
| YTD | +140.2% | -40.3% | +180.5% | +157.4% |
| 1Y | +113.0% | -56.3% | +169.3% | +144.3% |
| 3Y | +100.1% | -56.1% | +156.2% | +122.1% |
| 5Y | +328.7% | +12.9% | +315.8% | +239.2% |
| All | +328.7% | +13.4% | +315.4% | +239.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 5y: compounded portfolio wealth divided by compounded BLDR 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…
5y analysis · Full analysis span regression · 6 months rolling