+18,533.2%
DINO vs NVS
+1,076.7%
+17,456.5%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.1% |
| 7D | +2.0% | -15.4% | +17.3% | +7.6% |
| 30D | +27.7% | -12.3% | +40.0% | +32.8% |
| 3M | +56.3% | -7.8% | +64.1% | +59.0% |
| 6M | +107.6% | -13.0% | +120.5% | +114.4% |
| YTD | +140.2% | +2.8% | +137.4% | +132.0% |
| 1Y | +113.0% | +10.6% | +102.4% | +99.3% |
| 3Y | +100.1% | +55.1% | +45.0% | +61.8% |
| 5Y | +328.7% | +91.7% | +237.1% | +214.1% |
| 10Y | +489.2% | +181.2% | +308.0% | +273.5% |
| All | +18,533.2% | +1,076.7% | +17,456.5% | +9,316.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling