+21,839.3%
DINO vs HIG
+980.5%
+20,858.8%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.0% | +4.7% | +3.2% |
| 7D | +4.2% | -1.1% | +5.2% | +4.4% |
| 30D | +33.9% | -4.9% | +38.8% | +35.2% |
| 3M | +50.5% | +6.8% | +43.8% | +48.2% |
| 6M | +95.2% | -1.7% | +96.8% | +95.0% |
| YTD | +140.6% | -0.2% | +140.8% | +139.8% |
| 1Y | +119.0% | +5.7% | +113.3% | +115.3% |
| 3Y | +100.4% | +100.3% | +0.1% | +71.5% |
| 5Y | +324.6% | +118.5% | +206.1% | +257.4% |
| 10Y | +485.3% | +309.7% | +175.6% | +330.5% |
| All | +21,839.3% | +980.5% | +20,858.8% | +12,856.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling