+325.3%
DINO vs QSR
+206.0%
+119.4%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.5% | +0.5% |
| 7D | +2.0% | -2.4% | +4.3% | +2.9% |
| 30D | +27.7% | +5.7% | +22.0% | +24.6% |
| 3M | +56.3% | +6.9% | +49.4% | +51.2% |
| 6M | +107.6% | +6.9% | +100.7% | +99.8% |
| YTD | +140.2% | +14.9% | +125.3% | +123.6% |
| 1Y | +113.0% | +29.1% | +83.9% | +87.6% |
| 3Y | +100.1% | +26.1% | +73.9% | +73.2% |
| 5Y | +328.7% | +42.3% | +286.4% | +243.9% |
| 10Y | +489.2% | +134.0% | +355.2% | +280.1% |
| All | +325.3% | +206.0% | +119.4% | +151.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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