+275.6%
DINO vs ESI
+224.6%
+50.9%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.9% | -3.6% | -1.6% |
| 7D | +5.7% | +3.3% | +2.4% | +4.6% |
| 30D | +27.8% | -5.9% | +33.7% | +30.0% |
| 3M | +45.6% | -14.1% | +59.7% | +50.4% |
| 6M | +88.5% | +6.6% | +81.9% | +78.5% |
| YTD | +134.1% | +45.0% | +89.1% | +97.9% |
| 1Y | +111.1% | +41.5% | +69.7% | +78.9% |
| 3Y | +109.1% | +78.8% | +30.3% | +60.2% |
| 5Y | +307.2% | +70.9% | +236.3% | +209.1% |
| 10Y | +495.9% | +317.1% | +178.9% | +231.8% |
| All | +275.6% | +224.6% | +50.9% | +109.0% |
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