+252.4%
DINO vs BUD
+51.6%
+200.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.1% |
| 7D | +5.7% | +1.0% | +4.7% | +5.5% |
| 30D | -19.6% | +6.7% | -26.2% | -20.4% |
| 3M | +11.8% | +5.7% | +6.1% | +10.7% |
| 6M | +49.0% | +5.8% | +43.1% | +47.3% |
| YTD | +128.1% | +34.4% | +93.7% | +114.5% |
| 1Y | +96.3% | +33.3% | +63.0% | +84.8% |
| 3Y | +113.8% | +48.8% | +65.0% | +94.1% |
| All | +252.4% | +51.6% | +200.7% | +201.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling