+303.6%
DINO vs RACE
+93.6%
+210.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | -0.5% |
| 7D | +5.7% | -2.5% | +8.2% | +5.9% |
| 30D | +27.8% | +0.8% | +27.0% | +27.7% |
| 3M | +45.6% | +17.2% | +28.5% | +43.3% |
| 6M | +88.5% | +13.6% | +74.9% | +85.9% |
| YTD | +134.1% | +12.2% | +121.9% | +131.0% |
| 1Y | +111.1% | -16.3% | +127.4% | +117.4% |
| 3Y | +109.1% | +36.4% | +72.7% | +98.2% |
| All | +303.6% | +93.6% | +210.1% | +241.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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