+111.7%
DINO vs ED
+47.9%
+63.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.1% | +3.1% | +3.0% |
| 7D | -2.7% | -0.9% | -1.8% | -2.8% |
| 30D | -17.2% | +11.2% | -28.4% | -16.8% |
| 3M | +18.9% | +11.8% | +7.1% | +19.5% |
| 6M | +40.6% | +14.1% | +26.5% | +41.5% |
| YTD | +125.9% | +23.0% | +103.0% | +128.0% |
| 1Y | +90.9% | +23.7% | +67.3% | +92.7% |
| All | +111.7% | +47.9% | +63.8% | +98.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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