+99.3%
DINO vs CHD
+1.8%
+97.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | -0.4% |
| 7D | +2.0% | -4.2% | +6.1% | +1.3% |
| 30D | +27.7% | -7.6% | +35.3% | +26.1% |
| 3M | +56.3% | -1.6% | +57.9% | +55.9% |
| 6M | +107.6% | -6.3% | +113.9% | +107.3% |
| YTD | +140.2% | +14.6% | +125.6% | +140.5% |
| 1Y | +113.0% | +1.6% | +111.4% | +113.1% |
| All | +99.3% | +1.8% | +97.5% | +92.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling