+178.5%
DINO vs NTR
+103.7%
+74.8%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +2.0% | +0.5% | +1.4% | +1.7% |
| 30D | +27.7% | +21.7% | +6.0% | +14.7% |
| 3M | +56.3% | +22.8% | +33.5% | +39.4% |
| 6M | +107.6% | +8.2% | +99.3% | +97.0% |
| YTD | +140.2% | +32.9% | +107.3% | +102.2% |
| 1Y | +113.0% | +45.3% | +67.6% | +69.4% |
| 3Y | +100.1% | +41.7% | +58.4% | +56.6% |
| 5Y | +328.7% | +49.8% | +278.9% | +184.0% |
| All | +178.5% | +103.7% | +74.8% | +28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 all: compounded portfolio wealth divided by compounded NTR 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…
all analysis · Full analysis span regression · 6 months rolling