+333.0%
DINO vs OMC
+31.0%
+302.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.9% | -0.8% |
| 7D | +1.5% | -6.2% | +7.7% | +3.1% |
| 30D | +25.9% | -7.6% | +33.5% | +28.2% |
| 3M | +53.2% | +7.4% | +45.8% | +49.2% |
| 6M | +105.5% | +0.1% | +105.3% | +103.5% |
| YTD | +139.2% | +0.4% | +138.8% | +135.2% |
| 1Y | +117.4% | +7.8% | +109.6% | +107.2% |
| 3Y | +99.3% | +11.8% | +87.5% | +84.6% |
| 5Y | +333.0% | +32.5% | +300.6% | +240.0% |
| All | +333.0% | +31.0% | +302.1% | +240.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 5y: compounded portfolio wealth divided by compounded OMC 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…
5y analysis · Full analysis span regression · 6 months rolling