+249.9%
DINO vs HDB
-22.5%
+272.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.1% |
| 7D | -12.9% | +12.7% | -25.6% | -14.0% |
| 30D | -18.6% | +16.6% | -35.2% | -20.0% |
| 3M | +16.6% | +10.8% | +5.8% | +15.1% |
| 6M | +38.2% | +3.8% | +34.3% | +37.0% |
| YTD | +119.3% | -28.9% | +148.2% | +133.5% |
| 1Y | +84.3% | -28.0% | +112.3% | +95.5% |
| 3Y | +107.1% | -7.2% | +114.3% | +102.9% |
| 5Y | +249.9% | -22.2% | +272.2% | +259.2% |
| All | +249.9% | -22.5% | +272.4% | +259.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling