+317.4%
DINO vs FTI
+1,066.8%
-749.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.3% |
| 7D | +2.3% | -4.4% | +6.7% | +4.2% |
| 30D | +22.6% | +1.5% | +21.2% | +21.8% |
| 3M | +55.2% | +8.2% | +47.0% | +49.6% |
| 6M | +93.8% | +18.8% | +74.9% | +78.6% |
| YTD | +139.5% | +71.7% | +67.8% | +88.2% |
| 1Y | +115.3% | +90.0% | +25.3% | +61.6% |
| 3Y | +98.8% | +270.5% | -171.7% | +9.4% |
| All | +317.4% | +1,066.8% | -749.4% | +29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 FTI 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