+2,050.4%
DINO vs BUD
+215.1%
+1,835.3%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.3% | +5.3% | +4.0% |
| 7D | -2.7% | +0.5% | -3.2% | -3.0% |
| 30D | -17.2% | +7.4% | -24.6% | -20.2% |
| 3M | +18.9% | +4.3% | +14.6% | +15.9% |
| 6M | +40.6% | +5.3% | +35.3% | +35.7% |
| YTD | +125.9% | +33.2% | +92.7% | +94.2% |
| 1Y | +90.9% | +31.8% | +59.2% | +64.8% |
| 3Y | +113.4% | +47.8% | +65.6% | +69.1% |
| 5Y | +258.3% | +50.2% | +208.2% | +172.4% |
| 10Y | +446.1% | -4.8% | +450.9% | +374.6% |
| All | +2,050.4% | +215.1% | +1,835.3% | +882.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling