+755.4%
DINO vs EMB
+132.1%
+623.3%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +5.7% | 0.0% | +5.7% | +5.7% |
| 30D | +27.8% | -0.3% | +28.1% | +28.1% |
| 3M | +45.6% | -0.4% | +46.0% | +45.9% |
| 6M | +88.5% | +0.1% | +88.3% | +87.2% |
| YTD | +134.1% | +1.6% | +132.5% | +129.6% |
| 1Y | +111.1% | +5.6% | +105.5% | +99.9% |
| 3Y | +109.1% | +29.8% | +79.3% | +65.3% |
| 5Y | +307.2% | +7.3% | +299.9% | +280.7% |
| 10Y | +495.9% | +30.4% | +465.5% | +382.6% |
| All | +755.4% | +132.1% | +623.3% | +322.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling