+102.0%
DINO vs CHD
+30.9%
+71.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +2.6% | -10.4% | -6.6% |
| 7D | -6.6% | +6.9% | -13.6% | -3.9% |
| 30D | -9.2% | +17.1% | -26.4% | -2.9% |
| 3M | +19.2% | +9.1% | +10.1% | +23.8% |
| 6M | +47.6% | +21.4% | +26.2% | +61.0% |
| YTD | +132.2% | +34.9% | +97.4% | +134.1% |
| 1Y | +102.0% | +31.0% | +70.9% | +102.5% |
| All | +102.0% | +30.9% | +71.1% | +102.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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