+305.0%
DINO vs BURL
+1,051.1%
-746.2%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.6% | -3.3% | -1.3% |
| 7D | +5.7% | -2.8% | +8.5% | +6.3% |
| 30D | +27.8% | -28.2% | +56.0% | +37.8% |
| 3M | +45.6% | -17.6% | +63.2% | +51.5% |
| 6M | +88.5% | -11.8% | +100.2% | +91.0% |
| YTD | +134.1% | -8.1% | +142.3% | +134.6% |
| 1Y | +111.1% | -12.0% | +123.1% | +112.3% |
| 3Y | +109.1% | +63.3% | +45.8% | +73.9% |
| 5Y | +307.2% | -10.8% | +318.0% | +280.7% |
| 10Y | +495.9% | +215.9% | +280.0% | +318.2% |
| All | +305.0% | +1,051.1% | -746.2% | +154.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling