+107.9%
DINO vs DOC
+20.8%
+87.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.4% |
| 7D | +5.7% | -1.5% | +7.2% | +5.9% |
| 30D | +27.8% | -4.8% | +32.6% | +28.7% |
| 3M | +45.6% | +6.9% | +38.7% | +44.0% |
| 6M | +88.5% | +20.7% | +67.7% | +82.3% |
| YTD | +134.1% | +34.1% | +100.0% | +119.5% |
| 1Y | +111.1% | +22.6% | +88.5% | +102.6% |
| All | +107.9% | +20.8% | +87.1% | +84.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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