+84.3%
DINO vs D
+16.4%
+67.8%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.0% |
| 7D | -12.9% | +2.4% | -15.3% | -12.7% |
| 30D | -18.6% | +10.9% | -29.5% | -18.7% |
| 3M | +16.6% | +2.8% | +13.8% | +16.8% |
| 6M | +38.2% | +12.7% | +25.4% | +37.4% |
| YTD | +119.3% | +20.3% | +99.0% | +114.9% |
| 1Y | +84.3% | +17.1% | +67.2% | +80.5% |
| All | +84.3% | +16.4% | +67.8% | +80.5% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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