+97.7%
DINO vs DOC
+43.2%
+54.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.2% | -6.3% | -6.5% |
| 7D | -12.6% | +6.2% | -18.8% | -13.3% |
| 30D | -14.7% | +6.5% | -21.2% | -15.4% |
| 3M | +18.6% | -6.2% | +24.8% | +19.6% |
| 6M | +33.0% | +25.6% | +7.4% | +27.2% |
| YTD | +117.1% | +32.1% | +85.1% | +103.0% |
| 1Y | +90.5% | +20.3% | +70.2% | +83.4% |
| All | +97.7% | +43.2% | +54.5% | +78.6% |
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