+252.4%
DINO vs GSK
+44.4%
+207.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | 0.0% |
| 7D | +5.7% | +1.1% | +4.5% | +5.6% |
| 30D | -19.6% | +6.3% | -25.9% | -19.9% |
| 3M | +11.8% | +1.8% | +10.0% | +11.7% |
| 6M | +49.0% | +1.7% | +47.3% | +48.5% |
| YTD | +128.1% | +6.5% | +121.6% | +123.4% |
| 1Y | +96.3% | +9.5% | +86.8% | +91.3% |
| 3Y | +113.8% | +65.3% | +48.5% | +86.9% |
| All | +252.4% | +44.4% | +207.9% | +207.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 GSK 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