+107.9%
DINO vs HAS
+44.2%
+63.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.6% |
| 7D | +5.7% | -1.8% | +7.5% | +6.1% |
| 30D | +27.8% | +2.3% | +25.6% | +27.0% |
| 3M | +45.6% | +10.4% | +35.3% | +41.8% |
| 6M | +88.5% | -3.2% | +91.7% | +88.6% |
| YTD | +134.1% | +15.4% | +118.7% | +120.9% |
| 1Y | +111.1% | +18.8% | +92.3% | +96.8% |
| All | +107.9% | +44.2% | +63.7% | +77.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling