+113.7%
DINO vs BUD
+47.9%
+65.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +0.9% |
| 7D | +5.0% | -1.6% | +6.6% | +5.0% |
| 30D | -19.9% | +6.7% | -26.6% | -20.0% |
| 3M | +16.8% | +5.9% | +10.9% | +16.6% |
| 6M | +44.8% | +5.1% | +39.8% | +44.6% |
| YTD | +128.0% | +32.9% | +95.2% | +122.8% |
| 1Y | +95.0% | +31.8% | +63.2% | +90.6% |
| All | +113.7% | +47.9% | +65.8% | +97.0% |
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