+100.4%
DINO vs HDB
-27.8%
+128.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.0% | +5.8% | +2.7% |
| 7D | +4.2% | -2.0% | +6.2% | +4.1% |
| 30D | +33.9% | -4.9% | +38.7% | +33.8% |
| 3M | +50.5% | -2.3% | +52.9% | +50.0% |
| 6M | +95.2% | -23.7% | +118.9% | +97.1% |
| YTD | +140.6% | -38.5% | +179.0% | +149.8% |
| 1Y | +119.0% | -36.5% | +155.4% | +126.0% |
| 3Y | +100.4% | -28.5% | +128.8% | +97.0% |
| All | +100.4% | -27.8% | +128.1% | +97.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling