+102.0%
DINO vs FIVE
+63.3%
+38.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +6.7% | -14.5% | -7.0% |
| 7D | -6.6% | +7.5% | -14.1% | -5.8% |
| 30D | -9.2% | +16.7% | -26.0% | -7.9% |
| 3M | +19.2% | +13.4% | +5.9% | +20.6% |
| 6M | +47.6% | +9.0% | +38.5% | +48.5% |
| YTD | +132.2% | +33.8% | +98.5% | +133.9% |
| 1Y | +102.0% | +61.2% | +40.8% | +107.6% |
| All | +102.0% | +63.3% | +38.7% | +107.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 1y: compounded portfolio wealth divided by compounded FIVE 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…
1y analysis · Full analysis span regression · 6 months rolling