+98.6%
DINO vs BTI
+108.0%
-9.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.4% |
| 7D | +1.5% | -2.0% | +3.5% | +1.5% |
| 30D | +25.9% | -3.4% | +29.3% | +26.0% |
| 3M | +53.2% | -9.0% | +62.2% | +53.4% |
| 6M | +105.5% | -5.0% | +110.5% | +105.1% |
| YTD | +139.2% | -0.3% | +139.6% | +137.4% |
| 1Y | +117.4% | +3.1% | +114.3% | +114.9% |
| All | +98.6% | +108.0% | -9.4% | +62.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling