+105.6%
DINO vs ESI
+77.3%
+28.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.9% |
| 7D | -12.9% | -6.6% | -6.3% | -11.8% |
| 30D | -18.6% | -9.8% | -8.8% | -17.2% |
| 3M | +16.6% | -11.9% | +28.5% | +18.9% |
| 6M | +38.2% | -25.1% | +63.2% | +44.2% |
| YTD | +119.3% | +31.9% | +87.4% | +89.0% |
| 1Y | +84.3% | +19.2% | +65.1% | +64.5% |
| All | +105.6% | +77.3% | +28.3% | +54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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