+243.9%
DINO vs FE
+42.2%
+201.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.3% |
| 7D | -15.5% | -1.0% | -14.5% | -15.3% |
| 30D | -16.0% | +4.1% | -20.1% | -16.6% |
| 3M | +17.9% | -1.0% | +18.9% | +18.0% |
| 6M | +38.5% | +4.0% | +34.5% | +36.8% |
| YTD | +115.8% | +6.8% | +109.0% | +110.5% |
| 1Y | +87.1% | +5.3% | +81.8% | +83.2% |
| 3Y | +96.5% | +44.6% | +51.9% | +72.0% |
| All | +243.9% | +42.2% | +201.7% | +186.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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