+19,380.1%
DINO vs DOC
+2,974.4%
+16,405.7%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.1% |
| 7D | +5.7% | -1.5% | +7.2% | +6.3% |
| 30D | +27.8% | -4.8% | +32.6% | +29.8% |
| 3M | +45.6% | +6.9% | +38.7% | +41.9% |
| 6M | +88.5% | +20.7% | +67.7% | +73.5% |
| YTD | +134.1% | +34.1% | +100.0% | +107.2% |
| 1Y | +111.1% | +22.6% | +88.5% | +92.3% |
| 3Y | +109.1% | +20.8% | +88.3% | +88.1% |
| 5Y | +307.2% | -24.9% | +332.0% | +327.8% |
| 10Y | +495.9% | -1.8% | +497.8% | +452.1% |
| All | +19,380.1% | +2,974.4% | +16,405.7% | +9,840.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling