+430.9%
DINO vs HAS
+106.1%
+324.8%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.7% | +1.0% | +2.2% |
| 7D | -10.7% | +2.2% | -12.8% | -11.2% |
| 30D | -17.8% | +29.6% | -47.3% | -23.8% |
| 3M | +23.3% | +30.3% | -7.0% | +14.0% |
| 6M | +39.6% | +25.6% | +13.9% | +29.6% |
| YTD | +121.6% | +50.8% | +70.7% | +92.9% |
| 1Y | +88.2% | +63.0% | +25.2% | +59.7% |
| 3Y | +114.4% | +211.6% | -97.2% | +46.9% |
| 5Y | +248.7% | +50.4% | +198.3% | +191.2% |
| 10Y | +430.9% | +101.9% | +329.0% | +285.3% |
| All | +430.9% | +106.1% | +324.8% | +285.3% |
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