+251.9%
DINO vs ESI
+195.2%
+56.6%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.8% |
| 7D | -12.9% | -6.6% | -6.3% | -11.0% |
| 30D | -18.6% | -9.8% | -8.8% | -16.2% |
| 3M | +16.6% | -11.9% | +28.5% | +20.3% |
| 6M | +38.2% | -25.1% | +63.2% | +47.6% |
| YTD | +119.3% | +31.9% | +87.4% | +89.7% |
| 1Y | +84.3% | +19.2% | +65.1% | +64.5% |
| 3Y | +107.1% | +76.2% | +31.0% | +58.5% |
| 5Y | +249.9% | +39.4% | +210.6% | +183.2% |
| 10Y | +428.8% | +304.9% | +123.9% | +198.3% |
| All | +251.9% | +195.2% | +56.6% | +100.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling