+485.3%
DINO vs HAS
+53.3%
+432.0%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.4% | +5.2% | +3.4% |
| 7D | +4.2% | -3.1% | +7.3% | +5.1% |
| 30D | +33.9% | -2.7% | +36.6% | +34.8% |
| 3M | +50.5% | +8.9% | +41.6% | +46.2% |
| 6M | +95.2% | -2.9% | +98.1% | +94.2% |
| YTD | +140.6% | +12.6% | +127.9% | +128.1% |
| 1Y | +119.0% | +17.5% | +101.5% | +104.4% |
| 3Y | +100.4% | +46.2% | +54.2% | +71.4% |
| 5Y | +324.6% | +12.6% | +312.0% | +284.8% |
| 10Y | +485.3% | +55.7% | +429.6% | +366.4% |
| All | +485.3% | +53.3% | +432.0% | +366.4% |
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