+317.4%
DINO vs EME
+575.5%
-258.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.3% | -4.2% | -0.6% |
| 7D | +2.3% | +3.5% | -1.2% | +1.7% |
| 30D | +22.6% | -6.3% | +29.0% | +23.9% |
| 3M | +55.2% | -3.8% | +59.0% | +55.3% |
| 6M | +93.8% | +8.5% | +85.3% | +87.8% |
| YTD | +139.5% | +27.8% | +111.7% | +123.1% |
| 1Y | +115.3% | +22.2% | +93.1% | +100.6% |
| 3Y | +98.8% | +253.5% | -154.7% | +28.5% |
| All | +317.4% | +575.5% | -258.1% | +102.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 EME 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