+107.1%
DINO vs EMB
+29.7%
+77.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.7% |
| 7D | -12.9% | +0.5% | -13.4% | -13.1% |
| 30D | -18.6% | +0.9% | -19.5% | -19.0% |
| 3M | +16.6% | -2.1% | +18.7% | +18.0% |
| 6M | +38.2% | -2.2% | +40.4% | +39.7% |
| YTD | +119.3% | -0.6% | +119.9% | +118.5% |
| 1Y | +84.3% | +0.2% | +84.1% | +81.8% |
| 3Y | +107.1% | +29.5% | +77.6% | +62.7% |
| All | +107.1% | +29.7% | +77.4% | +62.7% |
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