+16,409.5%
DINO vs DRI
+7,577.6%
+8,831.8%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.5% |
| 7D | +5.7% | +0.6% | +5.1% | +5.5% |
| 30D | +27.8% | +3.8% | +24.0% | +26.4% |
| 3M | +45.6% | +13.0% | +32.6% | +39.9% |
| 6M | +88.5% | +8.3% | +80.1% | +82.4% |
| YTD | +134.1% | +20.6% | +113.5% | +119.2% |
| 1Y | +111.1% | +6.5% | +104.7% | +104.1% |
| 3Y | +109.1% | +53.7% | +55.4% | +79.5% |
| 5Y | +307.2% | +72.7% | +234.5% | +233.5% |
| 10Y | +495.9% | +363.2% | +132.8% | +262.4% |
| All | +16,409.5% | +7,577.6% | +8,831.8% | +6,971.1% |
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 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