+317.4%
DINO vs HRB
+114.1%
+203.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | 0.0% |
| 7D | +2.3% | -8.0% | +10.3% | +3.7% |
| 30D | +22.6% | -16.0% | +38.6% | +26.0% |
| 3M | +55.2% | +26.9% | +28.4% | +47.5% |
| 6M | +93.8% | +51.1% | +42.6% | +77.0% |
| YTD | +139.5% | +7.1% | +132.5% | +135.0% |
| 1Y | +115.3% | -9.6% | +124.9% | +119.3% |
| 3Y | +98.8% | +25.4% | +73.4% | +80.2% |
| All | +317.4% | +114.1% | +203.3% | +234.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling