+317.4%
DINO vs QS
-74.9%
+392.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.9% | -1.8% | 0.0% |
| 7D | +2.3% | -3.6% | +6.0% | +2.5% |
| 30D | +22.6% | -17.2% | +39.9% | +23.7% |
| 3M | +55.2% | -27.0% | +82.2% | +57.0% |
| 6M | +93.8% | -24.6% | +118.3% | +94.8% |
| YTD | +139.5% | -49.3% | +188.8% | +145.6% |
| 1Y | +115.3% | -40.3% | +155.6% | +116.5% |
| 3Y | +98.8% | -23.8% | +122.6% | +88.1% |
| All | +317.4% | -74.9% | +392.3% | +312.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling