+100.4%
DINO vs BUD
+48.7%
+51.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.8% | +3.5% | +2.8% |
| 7D | +4.2% | +0.8% | +3.4% | +4.1% |
| 30D | +33.9% | -4.8% | +38.7% | +34.0% |
| 3M | +50.5% | +1.4% | +49.2% | +50.4% |
| 6M | +95.2% | +9.9% | +85.3% | +94.1% |
| YTD | +140.6% | +26.3% | +114.2% | +134.5% |
| 1Y | +119.0% | +36.1% | +82.8% | +111.6% |
| 3Y | +100.4% | +48.6% | +51.8% | +85.8% |
| All | +100.4% | +48.7% | +51.7% | +85.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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