+86.1%
DINO vs FIVE
+63.1%
+23.0%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +5.6% | -2.9% | +3.1% |
| 7D | -10.7% | +6.2% | -16.8% | -10.0% |
| 30D | -17.8% | +18.2% | -35.9% | -16.4% |
| 3M | +23.3% | +3.8% | +19.5% | +23.8% |
| 6M | +39.6% | +13.7% | +25.8% | +40.9% |
| YTD | +121.6% | +34.7% | +86.8% | +122.3% |
| All | +86.1% | +63.1% | +23.0% | +90.6% |
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