+98.8%
DINO vs EFV
+90.2%
+8.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.4% |
| 7D | +2.3% | -0.8% | +3.1% | +2.7% |
| 30D | +22.6% | +0.6% | +22.0% | +22.2% |
| 3M | +55.2% | +7.5% | +47.7% | +49.3% |
| 6M | +93.8% | +13.0% | +80.7% | +79.6% |
| YTD | +139.5% | +18.3% | +121.2% | +112.6% |
| 1Y | +115.3% | +26.7% | +88.6% | +80.6% |
| 3Y | +98.8% | +89.6% | +9.2% | +18.0% |
| All | +98.8% | +90.2% | +8.6% | +18.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling