+432.4%
DINO vs HAS
+97.5%
+334.8%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.2% |
| 7D | +5.7% | +1.4% | +4.3% | +5.3% |
| 30D | -19.6% | +26.3% | -45.8% | -24.9% |
| 3M | +11.8% | +25.6% | -13.8% | +4.4% |
| 6M | +49.0% | +30.3% | +18.7% | +36.9% |
| YTD | +128.1% | +50.4% | +77.8% | +98.9% |
| 1Y | +96.3% | +57.7% | +38.6% | +68.4% |
| 3Y | +113.8% | +213.4% | -99.6% | +46.4% |
| 5Y | +252.7% | +49.1% | +203.6% | +195.4% |
| All | +432.4% | +97.5% | +334.8% | +302.5% |
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