+98.8%
DINO vs INCY
+89.7%
+9.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.2% |
| 7D | +2.3% | -4.2% | +6.5% | +2.5% |
| 30D | +22.6% | +0.6% | +22.1% | +22.6% |
| 3M | +55.2% | +12.6% | +42.6% | +54.0% |
| 6M | +93.8% | +28.3% | +65.4% | +90.9% |
| YTD | +139.5% | +23.0% | +116.5% | +136.1% |
| 1Y | +115.3% | +41.0% | +74.3% | +109.4% |
| 3Y | +98.8% | +88.6% | +10.2% | +76.0% |
| All | +98.8% | +89.7% | +9.1% | +76.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INCY.
Daily Out/Under-Performance
Portfolio return minus INCY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INCY 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 INCY 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