+258.3%
DINO vs EIX
+16.9%
+241.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.5% | +3.5% | +3.1% |
| 7D | -2.7% | -2.5% | -0.2% | -2.3% |
| 30D | -17.2% | +7.7% | -24.9% | -18.3% |
| 3M | +18.9% | -12.9% | +31.8% | +20.3% |
| 6M | +40.6% | -12.7% | +53.3% | +41.8% |
| YTD | +125.9% | +5.5% | +120.5% | +116.6% |
| 1Y | +90.9% | +9.4% | +81.6% | +81.3% |
| 3Y | +113.4% | +9.7% | +103.7% | +95.7% |
| 5Y | +258.3% | +16.9% | +241.4% | +218.2% |
| All | +258.3% | +16.9% | +241.4% | +218.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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