+329.4%
DINO vs M
+27.6%
+301.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.6% | +5.4% | +3.2% |
| 7D | +4.2% | +2.4% | +1.8% | +3.7% |
| 30D | +33.9% | -11.6% | +45.5% | +36.7% |
| 3M | +50.5% | +1.6% | +48.9% | +49.5% |
| 6M | +95.2% | +25.2% | +69.9% | +85.4% |
| YTD | +140.6% | +3.8% | +136.8% | +136.1% |
| 1Y | +119.0% | +36.3% | +82.6% | +102.9% |
| 3Y | +100.4% | +116.3% | -16.0% | +61.4% |
| All | +329.4% | +27.6% | +301.8% | +262.0% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 M 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