+282.9%
DINO vs DOC
-22.8%
+305.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +3.1% | -10.9% | -8.4% |
| 7D | -6.6% | +8.7% | -15.3% | -8.3% |
| 30D | -9.2% | +7.6% | -16.9% | -10.7% |
| 3M | +19.2% | -5.3% | +24.5% | +20.4% |
| 6M | +47.6% | +27.6% | +20.0% | +37.9% |
| YTD | +132.2% | +32.4% | +99.8% | +113.1% |
| 1Y | +102.0% | +22.9% | +79.1% | +89.7% |
| 3Y | +109.7% | +43.1% | +66.6% | +85.4% |
| 5Y | +282.9% | -21.4% | +304.3% | +306.1% |
| All | +282.9% | -22.8% | +305.7% | +306.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling