+104.0%
DINO vs Q
+78.4%
+25.6%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -1.9% | 0.0% |
| 7D | +2.0% | +6.6% | -4.6% | +2.5% |
| 30D | +27.7% | -6.6% | +34.2% | +27.2% |
| 3M | +56.3% | -13.2% | +69.5% | +55.3% |
| 6M | +107.6% | +9.9% | +97.6% | +110.7% |
| YTD | +140.2% | +53.9% | +86.2% | +146.9% |
| All | +104.0% | +78.4% | +25.6% | +114.0% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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