+111.1%
DINO vs DRI
+6.9%
+104.2%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.7% |
| 7D | +5.7% | +0.6% | +5.1% | +5.8% |
| 30D | +27.8% | +3.8% | +24.0% | +28.5% |
| 3M | +45.6% | +13.0% | +32.6% | +47.4% |
| 6M | +88.5% | +8.3% | +80.1% | +91.0% |
| YTD | +134.1% | +20.6% | +113.5% | +136.8% |
| 1Y | +111.1% | +6.5% | +104.7% | +113.0% |
| All | +111.1% | +6.9% | +104.2% | +113.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 1y: compounded portfolio wealth divided by compounded DRI 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…
1y analysis · Full analysis span regression · 6 months rolling