+243.9%
DINO vs COMP
-17.6%
+261.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +10.7% | -11.3% | -1.0% |
| 7D | -15.5% | +13.4% | -28.9% | -15.9% |
| 30D | -16.0% | +11.1% | -27.1% | -16.4% |
| 3M | +17.9% | -18.8% | +36.8% | +18.7% |
| 6M | +38.5% | +10.5% | +28.0% | +37.2% |
| YTD | +115.8% | -3.4% | +119.2% | +114.5% |
| 1Y | +87.1% | +19.7% | +67.4% | +83.3% |
| 3Y | +96.5% | +381.6% | -285.1% | +71.5% |
| All | +243.9% | -17.6% | +261.5% | +232.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 COMP 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