+15,368.0%
DINO vs DRI
+8,060.6%
+7,307.4%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.9% |
| 7D | -12.9% | +4.2% | -17.1% | -14.0% |
| 30D | -18.6% | +15.7% | -34.3% | -22.1% |
| 3M | +16.6% | +5.8% | +10.8% | +14.1% |
| 6M | +38.2% | +18.4% | +19.7% | +30.2% |
| YTD | +119.3% | +28.2% | +91.1% | +100.8% |
| 1Y | +84.3% | +35.9% | +48.4% | +65.6% |
| 3Y | +107.1% | +67.7% | +39.4% | +72.7% |
| 5Y | +249.9% | +77.9% | +172.1% | +183.2% |
| 10Y | +428.8% | +338.7% | +90.1% | +223.1% |
| All | +15,368.0% | +8,060.6% | +7,307.4% | +6,379.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling