+99.3%
DINO vs FTV
-3.3%
+102.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.1% | +0.2% |
| 7D | +2.0% | -1.3% | +3.2% | +2.4% |
| 30D | +27.7% | -9.5% | +37.2% | +31.7% |
| 3M | +56.3% | -10.9% | +67.2% | +61.4% |
| 6M | +107.6% | -0.6% | +108.2% | +104.2% |
| YTD | +140.2% | +1.4% | +138.8% | +132.1% |
| 1Y | +113.0% | +17.6% | +95.3% | +90.5% |
| All | +99.3% | -3.3% | +102.6% | +87.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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