+2,128.2%
DINO vs BUD
+201.1%
+1,927.1%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.8% |
| 7D | +5.7% | +0.3% | +5.4% | +5.6% |
| 30D | +27.8% | -5.7% | +33.5% | +30.9% |
| 3M | +45.6% | +3.1% | +42.5% | +43.0% |
| 6M | +88.5% | +7.9% | +80.6% | +79.8% |
| YTD | +134.1% | +27.3% | +106.8% | +106.6% |
| 1Y | +111.1% | +37.8% | +73.3% | +79.2% |
| 3Y | +109.1% | +49.8% | +59.3% | +64.9% |
| 5Y | +307.2% | +43.8% | +263.3% | +216.2% |
| 10Y | +495.9% | -22.6% | +518.6% | +472.0% |
| All | +2,128.2% | +201.1% | +1,927.1% | +944.7% |
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