+113.8%
DINO vs EFX
+4.8%
+108.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.1% |
| 7D | +5.7% | -0.8% | +6.5% | +5.8% |
| 30D | -19.6% | +25.1% | -44.7% | -22.1% |
| 3M | +11.8% | +1.7% | +10.1% | +11.2% |
| 6M | +49.0% | +18.4% | +30.6% | +43.8% |
| YTD | +128.1% | -12.5% | +140.6% | +132.2% |
| 1Y | +96.3% | -8.1% | +104.4% | +97.0% |
| 3Y | +113.8% | +4.8% | +109.0% | +93.7% |
| All | +113.8% | +4.8% | +108.9% | +93.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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