+100.4%
DINO vs EMB
+30.2%
+70.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.1% | +2.9% | +2.8% |
| 7D | +4.2% | +0.3% | +3.9% | +4.0% |
| 30D | +33.9% | -0.5% | +34.4% | +34.2% |
| 3M | +50.5% | +0.3% | +50.2% | +50.0% |
| 6M | +95.2% | +1.2% | +94.0% | +93.0% |
| YTD | +140.6% | +1.5% | +139.1% | +137.0% |
| 1Y | +119.0% | +4.8% | +114.2% | +108.4% |
| 3Y | +100.4% | +30.4% | +70.0% | +58.8% |
| All | +100.4% | +30.2% | +70.2% | +58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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