+275.6%
DINO vs BURL
+987.9%
-712.3%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -2.9% | -3.6% | -5.8% |
| 7D | -12.6% | +3.5% | -16.1% | -13.5% |
| 30D | -14.7% | -9.3% | -5.4% | -13.0% |
| 3M | +18.6% | -32.1% | +50.7% | +28.7% |
| 6M | +33.0% | -19.8% | +52.8% | +37.7% |
| YTD | +117.1% | -13.2% | +130.3% | +119.1% |
| 1Y | +90.5% | -7.8% | +98.3% | +88.2% |
| 3Y | +96.0% | +89.3% | +6.7% | +56.2% |
| 5Y | +252.0% | -15.8% | +267.8% | +232.4% |
| 10Y | +476.3% | +262.2% | +214.2% | +296.9% |
| All | +275.6% | +987.9% | -712.3% | +137.7% |
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