+252.4%
DINO vs CHD
+33.2%
+219.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | +0.3% |
| 7D | +5.7% | +3.6% | +2.0% | +6.4% |
| 30D | -19.6% | +10.4% | -30.0% | -18.0% |
| 3M | +11.8% | +12.2% | -0.4% | +14.3% |
| 6M | +49.0% | +19.9% | +29.0% | +54.2% |
| YTD | +128.1% | +36.4% | +91.7% | +139.6% |
| 1Y | +96.3% | +35.1% | +61.2% | +106.0% |
| 3Y | +113.8% | +29.2% | +84.6% | +126.2% |
| All | +252.4% | +33.2% | +219.2% | +252.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling