+317.4%
DINO vs BR
+8.0%
+309.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | +2.3% | -3.0% | +5.3% | +2.9% |
| 30D | +22.6% | -0.3% | +22.9% | +22.5% |
| 3M | +55.2% | +17.3% | +37.9% | +49.5% |
| 6M | +93.8% | -6.7% | +100.5% | +96.1% |
| YTD | +139.5% | -23.4% | +163.0% | +155.4% |
| 1Y | +115.3% | -32.7% | +148.0% | +138.3% |
| 3Y | +98.8% | -5.9% | +104.7% | +97.8% |
| All | +317.4% | +8.0% | +309.3% | +289.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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