+102.0%
DINO vs NVS
+37.6%
+64.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +3.6% | -11.3% | -6.6% |
| 7D | -6.6% | +5.7% | -12.3% | -4.9% |
| 30D | -9.2% | +17.1% | -26.3% | -4.8% |
| 3M | +19.2% | +7.6% | +11.6% | +23.2% |
| 6M | +47.6% | +14.1% | +33.5% | +56.9% |
| YTD | +132.2% | +23.3% | +108.9% | +141.4% |
| 1Y | +102.0% | +36.0% | +66.0% | +112.5% |
| All | +102.0% | +37.6% | +64.3% | +112.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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