+518.6%
DINO vs INDA
+111.6%
+407.0%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.6% | +4.4% | +3.7% |
| 7D | +4.2% | -1.0% | +5.2% | +4.7% |
| 30D | +33.9% | -2.5% | +36.4% | +35.6% |
| 3M | +50.5% | +4.0% | +46.6% | +46.7% |
| 6M | +95.2% | -1.8% | +97.0% | +94.6% |
| YTD | +140.6% | -9.2% | +149.7% | +150.4% |
| 1Y | +119.0% | -7.2% | +126.1% | +124.9% |
| 3Y | +100.4% | +9.8% | +90.5% | +84.4% |
| 5Y | +324.6% | +7.5% | +317.1% | +294.0% |
| 10Y | +485.3% | +80.8% | +404.5% | +294.9% |
| All | +518.6% | +111.6% | +407.0% | +281.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling