+328.7%
DINO vs HDB
-38.7%
+367.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.6% | +0.1% |
| 7D | +2.0% | -4.9% | +6.8% | +2.6% |
| 30D | +27.7% | -5.8% | +33.5% | +28.7% |
| 3M | +56.3% | -5.2% | +61.5% | +56.6% |
| 6M | +107.6% | -25.7% | +133.3% | +116.4% |
| YTD | +140.2% | -39.6% | +179.7% | +161.9% |
| 1Y | +113.0% | -36.9% | +149.9% | +129.6% |
| 3Y | +100.1% | -29.7% | +129.8% | +106.9% |
| 5Y | +328.7% | -37.8% | +366.5% | +370.1% |
| All | +328.7% | -38.7% | +367.5% | +370.1% |
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