+317.4%
DINO vs EFX
-36.2%
+353.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | 0.0% |
| 7D | +2.3% | -4.5% | +6.9% | +3.1% |
| 30D | +22.6% | -6.1% | +28.7% | +23.8% |
| 3M | +55.2% | +6.2% | +49.0% | +52.4% |
| 6M | +93.8% | -11.2% | +105.0% | +96.0% |
| YTD | +139.5% | -21.4% | +160.9% | +147.7% |
| 1Y | +115.3% | -34.3% | +149.6% | +131.7% |
| 3Y | +98.8% | -12.5% | +111.3% | +97.0% |
| All | +317.4% | -36.2% | +353.5% | +336.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling