+113.8%
DINO vs D
+73.4%
+40.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | +5.7% | -1.4% | +7.1% | +5.8% |
| 30D | -19.6% | +7.7% | -27.3% | -20.4% |
| 3M | +11.8% | -0.3% | +12.1% | +11.8% |
| 6M | +49.0% | +10.1% | +38.9% | +46.5% |
| YTD | +128.1% | +19.1% | +109.0% | +121.0% |
| 1Y | +96.3% | +15.9% | +80.4% | +91.0% |
| 3Y | +113.8% | +75.0% | +38.8% | +86.4% |
| All | +113.8% | +73.4% | +40.4% | +86.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling