+324.6%
DINO vs EIX
+28.1%
+296.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.5% | -1.8% | +2.0% |
| 7D | +4.2% | +0.9% | +3.3% | +3.9% |
| 30D | +33.9% | -13.5% | +47.4% | +35.6% |
| 3M | +50.5% | -15.3% | +65.8% | +52.9% |
| 6M | +95.2% | -15.3% | +110.5% | +97.7% |
| YTD | +140.6% | +2.7% | +137.8% | +131.9% |
| 1Y | +119.0% | +17.4% | +101.5% | +103.6% |
| 3Y | +100.4% | -1.3% | +101.7% | +89.7% |
| 5Y | +324.6% | +27.2% | +297.4% | +273.8% |
| All | +324.6% | +28.1% | +296.5% | +273.8% |
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