+102.0%
DINO vs BURL
-4.6%
+106.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +7.7% | -15.5% | -7.0% |
| 7D | -6.6% | +10.4% | -17.0% | -5.7% |
| 30D | -9.2% | -4.9% | -4.3% | -9.2% |
| 3M | +19.2% | -29.8% | +49.0% | +18.7% |
| 6M | +47.6% | -16.5% | +64.0% | +47.8% |
| YTD | +132.2% | -10.5% | +142.8% | +129.6% |
| 1Y | +102.0% | -5.3% | +107.3% | +99.6% |
| All | +102.0% | -4.6% | +106.5% | +99.6% |
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