+102.0%
DINO vs HRB
+16.9%
+85.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +4.4% | -12.1% | -7.9% |
| 7D | -6.6% | +16.0% | -22.6% | -7.3% |
| 30D | -9.2% | +32.1% | -41.3% | -10.4% |
| 3M | +19.2% | +21.5% | -2.3% | +17.7% |
| 6M | +47.6% | +82.1% | -34.5% | +43.5% |
| YTD | +132.2% | +31.6% | +100.6% | +127.4% |
| 1Y | +102.0% | +15.9% | +86.1% | +97.4% |
| All | +102.0% | +16.9% | +85.1% | +97.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 1y: compounded portfolio wealth divided by compounded HRB 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…
1y analysis · Full analysis span regression · 6 months rolling