+432.4%
DINO vs HDB
+63.5%
+368.8%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.4% | -0.1% |
| 7D | +5.7% | +2.7% | +2.9% | +4.7% |
| 30D | -19.6% | +14.1% | -33.7% | -23.4% |
| 3M | +11.8% | +11.8% | 0.0% | +6.8% |
| 6M | +49.0% | +8.2% | +40.8% | +42.5% |
| YTD | +128.1% | -29.3% | +157.4% | +154.2% |
| 1Y | +96.3% | -28.8% | +125.1% | +117.9% |
| 3Y | +113.8% | -7.5% | +121.3% | +105.3% |
| 5Y | +252.7% | -23.1% | +275.7% | +258.6% |
| All | +432.4% | +63.5% | +368.8% | +275.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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