+15,898.9%
DINO vs DRI
+8,033.5%
+7,865.4%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.5% |
| 7D | +4.5% | -0.3% | +4.8% | +4.6% |
| 30D | -20.3% | +10.8% | -31.2% | -22.8% |
| 3M | +16.2% | +0.9% | +15.3% | +15.2% |
| 6M | +44.1% | +16.3% | +27.8% | +36.5% |
| YTD | +126.9% | +27.8% | +99.1% | +107.9% |
| 1Y | +94.0% | +33.9% | +60.2% | +75.1% |
| 3Y | +114.2% | +67.2% | +47.0% | +78.8% |
| 5Y | +250.8% | +79.0% | +171.8% | +183.4% |
| 10Y | +448.4% | +332.2% | +116.2% | +236.3% |
| All | +15,898.9% | +8,033.5% | +7,865.4% | +6,608.4% |
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 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