+99.3%
DINO vs MTB
+112.6%
-13.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.1% |
| 7D | +2.0% | +1.1% | +0.9% | +1.4% |
| 30D | +27.7% | -4.6% | +32.3% | +30.4% |
| 3M | +56.3% | +6.3% | +50.0% | +51.6% |
| 6M | +107.6% | +15.6% | +92.0% | +91.9% |
| YTD | +140.2% | +20.6% | +119.6% | +117.3% |
| 1Y | +113.0% | +22.5% | +90.5% | +90.6% |
| All | +99.3% | +112.6% | -13.2% | +47.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling