+15,196.5%
DINO vs IDXX
+53,734.7%
-38,538.2%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | +2.3% | -5.7% | +8.0% | +3.2% |
| 30D | +22.6% | -11.5% | +34.2% | +24.8% |
| 3M | +55.2% | -9.5% | +64.8% | +57.2% |
| 6M | +93.8% | -16.0% | +109.7% | +97.6% |
| YTD | +139.5% | -25.4% | +164.9% | +148.3% |
| 1Y | +115.3% | -21.8% | +137.1% | +121.1% |
| 3Y | +98.8% | +7.0% | +91.8% | +92.4% |
| 5Y | +333.5% | -26.0% | +359.4% | +334.9% |
| 10Y | +487.5% | +358.9% | +128.6% | +336.6% |
| All | +15,196.5% | +53,734.7% | -38,538.2% | +8,076.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 IDXX 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