+334.7%
DINO vs BTI
+114.1%
+220.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | +0.2% |
| 7D | +2.0% | -2.4% | +4.4% | +2.6% |
| 30D | +27.7% | -4.8% | +32.4% | +29.1% |
| 3M | +56.3% | -8.1% | +64.4% | +59.0% |
| 6M | +107.6% | -4.2% | +111.7% | +107.2% |
| YTD | +140.2% | -1.3% | +141.5% | +136.8% |
| 1Y | +113.0% | +2.1% | +110.9% | +107.2% |
| 3Y | +100.1% | +108.9% | -8.9% | +37.4% |
| All | +334.7% | +114.1% | +220.6% | +190.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling