+107.9%
DINO vs FN
+158.4%
-50.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.1% | -3.8% | -0.9% |
| 7D | +5.7% | -1.7% | +7.4% | +5.8% |
| 30D | +27.8% | -22.0% | +49.8% | +29.2% |
| 3M | +45.6% | -43.0% | +88.6% | +49.6% |
| 6M | +88.5% | -27.7% | +116.2% | +89.1% |
| YTD | +134.1% | -10.5% | +144.6% | +128.8% |
| 1Y | +111.1% | +12.5% | +98.6% | +99.5% |
| All | +107.9% | +158.4% | -50.5% | +72.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 3y: compounded portfolio wealth divided by compounded FN 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…
3y analysis · Full analysis span regression · 6 months rolling