+107.1%
DINO vs GEN
+66.2%
+40.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.1% |
| 7D | -12.9% | +1.0% | -13.9% | -13.0% |
| 30D | -18.6% | +29.1% | -47.7% | -21.8% |
| 3M | +16.6% | +2.9% | +13.7% | +15.7% |
| 6M | +38.2% | +33.6% | +4.5% | +30.2% |
| YTD | +119.3% | +12.0% | +107.3% | +114.5% |
| 1Y | +84.3% | +16.2% | +68.1% | +78.4% |
| 3Y | +107.1% | +65.1% | +42.1% | +99.1% |
| All | +107.1% | +66.2% | +40.9% | +99.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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