+328.7%
DINO vs LH
+28.2%
+300.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | 0.0% |
| 7D | +2.0% | -3.2% | +5.1% | +2.4% |
| 30D | +27.7% | +0.1% | +27.5% | +27.6% |
| 3M | +56.3% | +18.6% | +37.7% | +52.1% |
| 6M | +107.6% | +17.9% | +89.6% | +101.9% |
| YTD | +140.2% | +28.9% | +111.2% | +129.4% |
| 1Y | +113.0% | +16.6% | +96.4% | +107.2% |
| 3Y | +100.1% | +63.6% | +36.5% | +82.7% |
| 5Y | +328.7% | +30.0% | +298.7% | +266.4% |
| All | +328.7% | +28.2% | +300.5% | +266.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LH.
Daily Out/Under-Performance
Portfolio return minus LH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LH 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 5y: compounded portfolio wealth divided by compounded LH 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…
5y analysis · Full analysis span regression · 6 months rolling