+102.0%
DINO vs EFV
+25.8%
+76.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +3.1% | -10.9% | -6.6% |
| 7D | -6.6% | +2.9% | -9.5% | -5.5% |
| 30D | -9.2% | +3.6% | -12.8% | -8.0% |
| 3M | +19.2% | -0.1% | +19.4% | +19.8% |
| 6M | +47.6% | +9.6% | +38.0% | +51.9% |
| YTD | +132.2% | +17.0% | +115.3% | +124.2% |
| 1Y | +102.0% | +25.7% | +76.3% | +89.6% |
| All | +102.0% | +25.8% | +76.2% | +89.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 1y: compounded portfolio wealth divided by compounded EFV 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…
1y analysis · Full analysis span regression · 6 months rolling