+111.1%
DINO vs MTB
+23.4%
+87.7%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | +5.7% | +1.7% | +4.0% | +5.3% |
| 30D | +27.8% | -4.2% | +32.0% | +29.0% |
| 3M | +45.6% | +8.9% | +36.8% | +42.6% |
| 6M | +88.5% | +10.9% | +77.6% | +84.7% |
| YTD | +134.1% | +21.5% | +112.6% | +120.8% |
| 1Y | +111.1% | +21.9% | +89.2% | +94.6% |
| All | +111.1% | +23.4% | +87.7% | +94.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 1y: compounded portfolio wealth divided by compounded MTB 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…
1y analysis · Full analysis span regression · 6 months rolling