+19,916.1%
DINO vs HRB
+3,134.5%
+16,781.6%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -6.5% | +9.2% | +4.4% |
| 7D | +4.2% | -9.1% | +13.2% | +6.5% |
| 30D | +33.9% | +0.3% | +33.6% | +33.0% |
| 3M | +50.5% | +23.4% | +27.2% | +41.3% |
| 6M | +95.2% | +45.1% | +50.0% | +74.0% |
| YTD | +140.6% | +8.9% | +131.7% | +129.3% |
| 1Y | +119.0% | -7.9% | +126.9% | +117.3% |
| 3Y | +100.4% | +27.9% | +72.4% | +78.9% |
| 5Y | +324.6% | +108.3% | +216.3% | +227.3% |
| 10Y | +485.3% | +208.4% | +276.9% | +288.8% |
| All | +19,916.1% | +3,134.5% | +16,781.6% | +10,944.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling