+303.6%
DINO vs DOC
-24.5%
+328.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.3% |
| 7D | +5.7% | -1.5% | +7.2% | +6.1% |
| 30D | +27.8% | -4.8% | +32.6% | +29.1% |
| 3M | +45.6% | +6.9% | +38.7% | +43.2% |
| 6M | +88.5% | +20.7% | +67.7% | +79.0% |
| YTD | +134.1% | +34.1% | +100.0% | +114.8% |
| 1Y | +111.1% | +22.6% | +88.5% | +98.7% |
| 3Y | +109.1% | +20.8% | +88.3% | +96.1% |
| All | +303.6% | -24.5% | +328.2% | +326.4% |
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