+17,333.3%
DINO vs DGX
+8,631.6%
+8,701.8%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | 0.0% |
| 7D | +1.5% | -3.5% | +4.9% | +2.2% |
| 30D | +25.9% | -2.7% | +28.6% | +26.6% |
| 3M | +53.2% | +13.9% | +39.3% | +48.7% |
| 6M | +105.5% | +16.0% | +89.4% | +98.1% |
| YTD | +139.2% | +34.9% | +104.3% | +122.7% |
| 1Y | +117.4% | +30.6% | +86.8% | +103.5% |
| 3Y | +99.3% | +93.0% | +6.3% | +69.6% |
| 5Y | +333.0% | +64.4% | +268.6% | +277.4% |
| 10Y | +486.9% | +248.1% | +238.8% | +320.0% |
| All | +17,333.3% | +8,631.6% | +8,701.8% | +9,183.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 DGX 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