+90.9%
DINO vs DRI
+36.0%
+54.9%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.1% | +2.9% | +3.0% |
| 7D | -2.7% | -0.7% | -2.0% | -2.9% |
| 30D | -17.2% | +14.7% | -31.9% | -15.0% |
| 3M | +18.9% | +5.4% | +13.5% | +20.3% |
| 6M | +40.6% | +18.8% | +21.8% | +45.1% |
| YTD | +125.9% | +28.4% | +97.6% | +134.0% |
| 1Y | +90.9% | +37.7% | +53.3% | +99.4% |
| All | +90.9% | +36.0% | +54.9% | +99.4% |
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