+115.3%
DINO vs DRI
+2.4%
+112.9%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | +0.2% |
| 7D | +2.3% | -3.2% | +5.5% | +2.0% |
| 30D | +22.6% | -7.8% | +30.5% | +21.5% |
| 3M | +55.2% | +0.4% | +54.9% | +55.8% |
| 6M | +93.8% | +4.8% | +89.0% | +95.8% |
| YTD | +139.5% | +16.7% | +122.8% | +141.9% |
| 1Y | +115.3% | +1.5% | +113.8% | +115.6% |
| All | +115.3% | +2.4% | +112.9% | +115.6% |
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