+99.3%
DINO vs HRB
+25.9%
+73.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.5% | 0.0% |
| 7D | +2.0% | -10.6% | +12.6% | +2.9% |
| 30D | +27.7% | -0.8% | +28.5% | +27.4% |
| 3M | +56.3% | +19.1% | +37.2% | +52.8% |
| 6M | +107.6% | +48.7% | +58.9% | +98.4% |
| YTD | +140.2% | +7.1% | +133.1% | +139.0% |
| 1Y | +113.0% | -8.3% | +121.3% | +116.4% |
| All | +99.3% | +25.9% | +73.4% | +79.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling