+475.0%
DINO vs HBM
+619.2%
-144.2%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.2% |
| 7D | +2.3% | -3.3% | +5.6% | +3.0% |
| 30D | +22.6% | -4.8% | +27.5% | +23.5% |
| 3M | +55.2% | -0.4% | +55.7% | +53.1% |
| 6M | +93.8% | +17.9% | +75.9% | +79.3% |
| YTD | +139.5% | +33.7% | +105.8% | +111.8% |
| 1Y | +115.3% | +95.6% | +19.7% | +71.0% |
| 3Y | +98.8% | +458.1% | -359.3% | +15.0% |
| 5Y | +333.5% | +329.0% | +4.5% | +151.2% |
| All | +475.0% | +619.2% | -144.2% | +153.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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