+107.1%
DINO vs HDB
-5.9%
+113.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.0% |
| 7D | -12.9% | +12.7% | -25.6% | -12.4% |
| 30D | -18.6% | +16.6% | -35.2% | -18.1% |
| 3M | +16.6% | +10.8% | +5.8% | +17.1% |
| 6M | +38.2% | +3.8% | +34.3% | +38.5% |
| YTD | +119.3% | -28.9% | +148.2% | +128.5% |
| 1Y | +84.3% | -28.0% | +112.3% | +91.5% |
| 3Y | +107.1% | -7.2% | +114.3% | +105.4% |
| All | +107.1% | -5.9% | +113.0% | +105.4% |
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