+109.4%
DINO vs EQH
+230.1%
-120.6%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.9% |
| 7D | +1.5% | -1.8% | +3.2% | +2.4% |
| 30D | +25.9% | +2.4% | +23.5% | +24.1% |
| 3M | +53.2% | +26.3% | +26.9% | +33.4% |
| 6M | +105.5% | +35.8% | +69.6% | +69.1% |
| YTD | +139.2% | +12.7% | +126.6% | +117.3% |
| 1Y | +117.4% | +2.5% | +114.9% | +106.7% |
| 3Y | +99.3% | +98.6% | +0.7% | +23.7% |
| 5Y | +333.0% | +101.7% | +231.3% | +153.9% |
| All | +109.4% | +230.1% | -120.6% | -8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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