+99.3%
DINO vs QS
-25.4%
+124.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.6% | +6.5% | +0.1% |
| 7D | +2.0% | -4.2% | +6.2% | +2.1% |
| 30D | +27.7% | -15.7% | +43.4% | +28.4% |
| 3M | +56.3% | -28.7% | +85.0% | +57.8% |
| 6M | +107.6% | -23.2% | +130.8% | +108.1% |
| YTD | +140.2% | -49.9% | +190.1% | +145.2% |
| 1Y | +113.0% | -38.8% | +151.8% | +113.1% |
| All | +99.3% | -25.4% | +124.8% | +83.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 3y: compounded portfolio wealth divided by compounded QS 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…
3y analysis · Full analysis span regression · 6 months rolling