+19,380.1%
DINO vs CHD
+10,220.8%
+9,159.3%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +5.7% | -2.7% | +8.4% | +6.1% |
| 30D | +27.8% | -4.6% | +32.4% | +28.5% |
| 3M | +45.6% | +5.0% | +40.6% | +44.5% |
| 6M | +88.5% | -3.2% | +91.7% | +88.5% |
| YTD | +134.1% | +18.6% | +115.5% | +127.6% |
| 1Y | +111.1% | +4.8% | +106.3% | +108.4% |
| 3Y | +109.1% | +6.1% | +103.0% | +104.8% |
| 5Y | +307.2% | +24.0% | +283.2% | +284.9% |
| 10Y | +495.9% | +124.5% | +371.5% | +401.5% |
| All | +19,380.1% | +10,220.8% | +9,159.3% | +12,274.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling