+98.6%
DINO vs INDA
+6.8%
+91.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | -0.3% |
| 7D | +1.5% | -3.6% | +5.1% | +1.8% |
| 30D | +25.9% | -4.0% | +29.9% | +26.3% |
| 3M | +53.2% | +1.7% | +51.5% | +52.5% |
| 6M | +105.5% | -3.6% | +109.1% | +106.8% |
| YTD | +139.2% | -11.0% | +150.2% | +147.9% |
| 1Y | +117.4% | -9.5% | +126.9% | +123.7% |
| All | +98.6% | +6.8% | +91.7% | +83.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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