+111.1%
DINO vs BURL
-9.5%
+120.6%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.6% | -3.3% | -0.7% |
| 7D | +5.7% | -2.8% | +8.5% | +5.7% |
| 30D | +27.8% | -28.2% | +56.0% | +28.7% |
| 3M | +45.6% | -17.6% | +63.2% | +46.1% |
| 6M | +88.5% | -11.8% | +100.2% | +86.4% |
| YTD | +134.1% | -8.1% | +142.3% | +130.2% |
| 1Y | +111.1% | -12.0% | +123.1% | +105.2% |
| All | +111.1% | -9.5% | +120.6% | +105.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 1y: compounded portfolio wealth divided by compounded BURL 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…
1y analysis · Full analysis span regression · 6 months rolling