+258.3%
DINO vs FN
+212.0%
+46.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +5.9% | -2.9% | +2.6% |
| 7D | -2.7% | +8.0% | -10.7% | -3.4% |
| 30D | -17.2% | -19.1% | +1.9% | -16.3% |
| 3M | +18.9% | -29.8% | +48.7% | +21.1% |
| 6M | +40.6% | -43.2% | +83.8% | +44.6% |
| YTD | +125.9% | -18.9% | +144.9% | +120.9% |
| 1Y | +90.9% | -17.9% | +108.8% | +85.7% |
| 3Y | +113.4% | +120.1% | -6.8% | +74.1% |
| 5Y | +258.3% | +206.7% | +51.6% | +164.1% |
| All | +258.3% | +212.0% | +46.3% | +164.1% |
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