+725.5%
DINO vs EMB
+128.3%
+597.2%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.1% | +2.9% | +2.9% |
| 7D | -2.7% | -0.4% | -2.3% | -2.3% |
| 30D | -17.2% | +1.5% | -18.8% | -18.4% |
| 3M | +18.9% | -1.6% | +20.5% | +20.3% |
| 6M | +40.6% | -1.5% | +42.1% | +41.9% |
| YTD | +125.9% | -0.1% | +126.0% | +124.4% |
| 1Y | +90.9% | +0.5% | +90.4% | +88.6% |
| 3Y | +113.4% | +30.2% | +83.1% | +68.0% |
| 5Y | +258.3% | +8.6% | +249.8% | +230.6% |
| 10Y | +446.1% | +36.9% | +409.3% | +328.1% |
| All | +725.5% | +128.3% | +597.2% | +312.6% |
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