+303.6%
DINO vs D
+5.6%
+298.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.6% |
| 7D | +5.7% | +1.5% | +4.3% | +5.4% |
| 30D | +27.8% | -2.6% | +30.4% | +28.4% |
| 3M | +45.6% | 0.0% | +45.6% | +45.5% |
| 6M | +88.5% | +7.4% | +81.1% | +85.4% |
| YTD | +134.1% | +15.9% | +118.2% | +126.9% |
| 1Y | +111.1% | +18.1% | +93.0% | +103.6% |
| 3Y | +109.1% | +58.4% | +50.7% | +87.9% |
| All | +303.6% | +5.6% | +298.0% | +285.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling