+1,844.9%
DINO vs EFV
+256.4%
+1,588.6%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.7% | +3.4% | +3.4% |
| 7D | +4.2% | +1.0% | +3.2% | +3.1% |
| 30D | +33.9% | +0.2% | +33.7% | +33.5% |
| 3M | +50.5% | +9.6% | +40.9% | +36.8% |
| 6M | +95.2% | +14.0% | +81.1% | +67.9% |
| YTD | +140.6% | +18.5% | +122.1% | +98.4% |
| 1Y | +119.0% | +27.9% | +91.1% | +66.6% |
| 3Y | +100.4% | +92.4% | +7.9% | -0.7% |
| 5Y | +324.6% | +97.2% | +227.4% | +104.2% |
| 10Y | +485.3% | +163.0% | +322.3% | +124.0% |
| All | +1,844.9% | +256.4% | +1,588.6% | +351.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling