+99.3%
DINO vs HIG
+101.4%
-2.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.8% | -0.4% |
| 7D | +2.0% | -0.5% | +2.4% | +2.1% |
| 30D | +27.7% | -2.8% | +30.5% | +28.7% |
| 3M | +56.3% | +6.3% | +49.9% | +52.4% |
| 6M | +107.6% | -0.1% | +107.7% | +106.1% |
| YTD | +140.2% | +0.4% | +139.7% | +138.4% |
| 1Y | +113.0% | +6.2% | +106.7% | +106.1% |
| All | +99.3% | +101.4% | -2.1% | +54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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