+113.8%
DINO vs HIG
+96.1%
+17.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.1% |
| 7D | +5.7% | +2.6% | +3.1% | +4.9% |
| 30D | -19.6% | +4.2% | -23.7% | -20.6% |
| 3M | +11.8% | +0.2% | +11.6% | +11.4% |
| 6M | +49.0% | +4.6% | +44.4% | +45.7% |
| YTD | +128.1% | +1.1% | +127.0% | +125.6% |
| 1Y | +96.3% | +4.7% | +91.6% | +91.2% |
| 3Y | +113.8% | +95.5% | +18.3% | +92.1% |
| All | +113.8% | +96.1% | +17.7% | +92.1% |
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