+113.8%
DINO vs LII
-8.2%
+121.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.1% |
| 7D | +5.7% | +2.9% | +2.8% | +5.4% |
| 30D | -19.6% | +0.9% | -20.5% | -19.8% |
| 3M | +11.8% | -15.5% | +27.3% | +13.7% |
| 6M | +49.0% | -30.2% | +79.2% | +53.6% |
| YTD | +128.1% | -26.8% | +155.0% | +131.3% |
| 1Y | +96.3% | -25.3% | +121.6% | +97.6% |
| 3Y | +113.8% | -7.8% | +121.5% | +97.3% |
| All | +113.8% | -8.2% | +121.9% | +97.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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