+98.6%
DINO vs HBM
+460.9%
-362.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -7.5% | +7.1% | +0.5% |
| 7D | +1.5% | -3.7% | +5.2% | +1.9% |
| 30D | +25.9% | -3.7% | +29.6% | +26.2% |
| 3M | +53.2% | +8.0% | +45.2% | +50.4% |
| 6M | +105.5% | +15.8% | +89.7% | +96.7% |
| YTD | +139.2% | +34.4% | +104.9% | +117.9% |
| 1Y | +117.4% | +98.2% | +19.2% | +78.4% |
| All | +98.6% | +460.9% | -362.3% | +15.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling