+100.4%
DINO vs GEN
+57.7%
+42.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.7% | +5.5% | +3.2% |
| 7D | +4.2% | -0.7% | +4.9% | +4.3% |
| 30D | +33.9% | +2.6% | +31.2% | +33.1% |
| 3M | +50.5% | +15.8% | +34.8% | +46.3% |
| 6M | +95.2% | +33.1% | +62.0% | +84.3% |
| YTD | +140.6% | +11.3% | +129.3% | +135.8% |
| 1Y | +119.0% | +1.7% | +117.3% | +119.2% |
| 3Y | +100.4% | +58.1% | +42.2% | +85.7% |
| All | +100.4% | +57.7% | +42.6% | +85.7% |
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