+475.0%
DINO vs BRKR
+155.3%
+319.6%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.4% | +0.2% |
| 7D | +2.3% | -8.7% | +11.0% | +4.4% |
| 30D | +22.6% | -9.9% | +32.5% | +25.3% |
| 3M | +55.2% | -3.1% | +58.3% | +53.3% |
| 6M | +93.8% | +45.5% | +48.3% | +69.0% |
| YTD | +139.5% | +13.7% | +125.8% | +122.1% |
| 1Y | +115.3% | +67.4% | +47.9% | +75.8% |
| 3Y | +98.8% | -13.2% | +112.0% | +86.2% |
| 5Y | +333.5% | -39.5% | +373.0% | +348.8% |
| All | +475.0% | +155.3% | +319.6% | +264.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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