+107.1%
DINO vs DRI
+69.5%
+37.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -1.0% |
| 7D | -12.9% | +4.2% | -17.1% | -13.3% |
| 30D | -18.6% | +15.7% | -34.3% | -20.0% |
| 3M | +16.6% | +5.8% | +10.8% | +15.6% |
| 6M | +38.2% | +18.4% | +19.7% | +34.1% |
| YTD | +119.3% | +28.2% | +91.1% | +107.5% |
| 1Y | +84.3% | +35.9% | +48.4% | +71.4% |
| 3Y | +107.1% | +67.7% | +39.4% | +84.3% |
| All | +107.1% | +69.5% | +37.7% | +84.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling