+333.0%
DINO vs FND
-62.8%
+395.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | -0.2% |
| 7D | +1.5% | -5.1% | +6.6% | +2.1% |
| 30D | +25.9% | -22.5% | +48.4% | +29.7% |
| 3M | +53.2% | -5.0% | +58.2% | +52.4% |
| 6M | +105.5% | -21.5% | +127.0% | +109.3% |
| YTD | +139.2% | -23.0% | +162.3% | +143.4% |
| 1Y | +117.4% | -44.9% | +162.3% | +134.5% |
| 3Y | +99.3% | -50.0% | +149.3% | +112.9% |
| 5Y | +333.0% | -63.3% | +396.3% | +366.6% |
| All | +333.0% | -62.8% | +395.8% | +366.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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