+428.8%
DINO vs HAS
+102.6%
+326.2%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.2% |
| 7D | -12.9% | +3.3% | -16.1% | -13.7% |
| 30D | -18.6% | +30.5% | -49.1% | -24.7% |
| 3M | +16.6% | +29.9% | -13.3% | +7.9% |
| 6M | +38.2% | +26.5% | +11.6% | +28.1% |
| YTD | +119.3% | +51.9% | +67.4% | +90.6% |
| 1Y | +84.3% | +60.9% | +23.4% | +57.1% |
| 3Y | +107.1% | +215.0% | -107.9% | +41.5% |
| 5Y | +249.9% | +51.5% | +198.4% | +191.6% |
| 10Y | +428.8% | +102.2% | +326.5% | +283.4% |
| All | +428.8% | +102.6% | +326.2% | +283.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 10y: compounded portfolio wealth divided by compounded HAS 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…
10y analysis · Full analysis span regression · 6 months rolling