+1,617.4%
DINO vs HBM
+654.4%
+963.0%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.8% | -3.0% | +1.4% |
| 7D | +4.2% | +7.4% | -3.2% | +2.5% |
| 30D | +33.9% | +5.1% | +28.8% | +31.9% |
| 3M | +50.5% | +11.1% | +39.4% | +44.6% |
| 6M | +95.2% | +30.2% | +64.9% | +76.4% |
| YTD | +140.6% | +46.2% | +94.3% | +108.8% |
| 1Y | +119.0% | +120.0% | -1.1% | +70.0% |
| 3Y | +100.4% | +527.4% | -427.0% | +14.8% |
| 5Y | +324.6% | +400.4% | -75.8% | +141.6% |
| 10Y | +485.3% | +621.5% | -136.2% | +153.3% |
| All | +1,617.4% | +654.4% | +963.0% | +391.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling