+102.0%
DINO vs BTI
+24.7%
+77.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +3.4% | -11.2% | -7.3% |
| 7D | -6.6% | +5.3% | -11.9% | -6.0% |
| 30D | -9.2% | +19.1% | -28.3% | -7.4% |
| 3M | +19.2% | +6.5% | +12.7% | +20.3% |
| 6M | +47.6% | +9.4% | +38.2% | +49.0% |
| YTD | +132.2% | +14.4% | +117.8% | +131.9% |
| 1Y | +102.0% | +23.9% | +78.1% | +103.0% |
| All | +102.0% | +24.7% | +77.3% | +103.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 1y: compounded portfolio wealth divided by compounded BTI 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…
1y analysis · Full analysis span regression · 6 months rolling