+19,916.1%
DINO vs BTI
+6,031.1%
+13,884.9%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.1% | +2.8% |
| 7D | +4.2% | -1.4% | +5.6% | +4.5% |
| 30D | +33.9% | -7.0% | +40.9% | +36.0% |
| 3M | +50.5% | -6.3% | +56.9% | +52.4% |
| 6M | +95.2% | -2.0% | +97.1% | +94.6% |
| YTD | +140.6% | +0.2% | +140.4% | +138.3% |
| 1Y | +119.0% | +3.8% | +115.2% | +114.9% |
| 3Y | +100.4% | +112.1% | -11.7% | +64.0% |
| 5Y | +324.6% | +113.6% | +211.0% | +247.3% |
| 10Y | +485.3% | +69.6% | +415.7% | +392.9% |
| All | +19,916.1% | +6,031.1% | +13,884.9% | +12,646.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling