+334.7%
DINO vs FHN
+86.3%
+248.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | 0.0% |
| 7D | +2.0% | 0.0% | +1.9% | +1.9% |
| 30D | +27.7% | -2.6% | +30.3% | +28.7% |
| 3M | +56.3% | 0.0% | +56.3% | +56.0% |
| 6M | +107.6% | +9.2% | +98.3% | +100.4% |
| YTD | +140.2% | +4.3% | +135.8% | +135.3% |
| 1Y | +113.0% | +10.8% | +102.2% | +103.7% |
| 3Y | +100.1% | +130.7% | -30.7% | +52.1% |
| All | +334.7% | +86.3% | +248.4% | +209.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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