+15,572.4%
DINO vs IT
+6,296.6%
+9,275.8%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.1% |
| 7D | +5.7% | +1.1% | +4.6% | +5.5% |
| 30D | -19.6% | -1.8% | -17.7% | -19.6% |
| 3M | +11.8% | +4.8% | +7.0% | +9.7% |
| 6M | +49.0% | +33.0% | +15.9% | +37.3% |
| YTD | +128.1% | -23.8% | +152.0% | +132.4% |
| 1Y | +96.3% | -16.5% | +112.8% | +96.0% |
| 3Y | +113.8% | -53.6% | +167.4% | +137.6% |
| 5Y | +252.7% | -42.1% | +294.8% | +268.4% |
| 10Y | +451.4% | +90.1% | +361.3% | +350.1% |
| All | +15,572.4% | +6,296.6% | +9,275.8% | +7,468.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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