+247.9%
DINO vs ESI
+39.3%
+208.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.8% |
| 7D | -12.9% | -6.6% | -6.3% | -11.4% |
| 30D | -18.6% | -9.8% | -8.8% | -16.7% |
| 3M | +16.6% | -11.9% | +28.5% | +19.6% |
| 6M | +38.2% | -25.1% | +63.2% | +46.0% |
| YTD | +119.3% | +31.9% | +87.4% | +88.1% |
| 1Y | +84.3% | +19.2% | +65.1% | +63.6% |
| 3Y | +107.1% | +76.2% | +31.0% | +54.1% |
| All | +247.9% | +39.3% | +208.5% | +181.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling