+303.6%
DINO vs FN
+289.0%
+14.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +29.8% |
| 3M | +45.6% | -43.0% | +88.6% | +51.2% |
| 6M | +88.5% | -27.7% | +116.2% | +89.7% |
| YTD | +134.1% | -10.5% | +144.6% | +128.5% |
| 1Y | +111.1% | +12.5% | +98.6% | +98.8% |
| 3Y | +109.1% | +153.8% | -44.7% | +69.1% |
| All | +303.6% | +289.0% | +14.6% | +194.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling