+100.4%
DINO vs DRI
+56.7%
+43.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.8% | +4.6% | +3.0% |
| 7D | +4.2% | -1.2% | +5.4% | +4.4% |
| 30D | +33.9% | -0.4% | +34.3% | +33.9% |
| 3M | +50.5% | +9.5% | +41.0% | +47.7% |
| 6M | +95.2% | +6.5% | +88.7% | +92.1% |
| YTD | +140.6% | +18.4% | +122.1% | +129.7% |
| 1Y | +119.0% | +4.2% | +114.7% | +116.3% |
| 3Y | +100.4% | +57.1% | +43.3% | +71.1% |
| All | +100.4% | +56.7% | +43.7% | +71.1% |
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