+333.0%
DINO vs ETR
+123.0%
+210.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +1.0% | -0.2% |
| 7D | +1.5% | -1.9% | +3.4% | +1.8% |
| 30D | +25.9% | -0.2% | +26.1% | +25.9% |
| 3M | +53.2% | -3.7% | +56.9% | +53.9% |
| 6M | +105.5% | +2.1% | +103.4% | +103.7% |
| YTD | +139.2% | +16.5% | +122.8% | +131.1% |
| 1Y | +117.4% | +22.5% | +94.9% | +108.0% |
| 3Y | +99.3% | +144.7% | -45.4% | +60.0% |
| 5Y | +333.0% | +125.2% | +207.8% | +252.9% |
| All | +333.0% | +123.0% | +210.0% | +252.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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