+317.4%
DINO vs HUBB
+157.3%
+160.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -0.3% |
| 7D | +2.3% | -0.1% | +2.4% | +2.3% |
| 30D | +22.6% | -10.0% | +32.6% | +25.5% |
| 3M | +55.2% | -1.6% | +56.8% | +54.4% |
| 6M | +93.8% | -3.1% | +96.8% | +91.8% |
| YTD | +139.5% | +4.6% | +134.9% | +130.8% |
| 1Y | +115.3% | +3.3% | +112.0% | +107.4% |
| 3Y | +98.8% | +46.6% | +52.2% | +68.5% |
| All | +317.4% | +157.3% | +160.0% | +183.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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