+115.3%
DINO vs CHD
+2.3%
+113.0%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.2% |
| 7D | +2.3% | -4.5% | +6.8% | +0.5% |
| 30D | +22.6% | -6.7% | +29.4% | +19.4% |
| 3M | +55.2% | -2.7% | +58.0% | +53.8% |
| 6M | +93.8% | -4.9% | +98.7% | +93.0% |
| YTD | +139.5% | +13.3% | +126.2% | +138.6% |
| 1Y | +115.3% | +1.0% | +114.3% | +114.7% |
| All | +115.3% | +2.3% | +113.0% | +114.7% |
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