+317.4%
DINO vs HBM
+327.6%
-10.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.2% |
| 7D | +2.3% | -3.3% | +5.6% | +2.8% |
| 30D | +22.6% | -4.8% | +27.5% | +23.3% |
| 3M | +55.2% | -0.4% | +55.7% | +53.7% |
| 6M | +93.8% | +17.9% | +75.9% | +81.9% |
| YTD | +139.5% | +33.7% | +105.8% | +115.1% |
| 1Y | +115.3% | +95.6% | +19.7% | +74.5% |
| 3Y | +98.8% | +458.1% | -359.3% | +18.4% |
| All | +317.4% | +327.6% | -10.3% | +146.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling