+243.9%
DINO vs RACE
+65.0%
+178.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | -0.5% |
| 7D | -15.5% | +5.1% | -20.6% | -15.8% |
| 30D | -16.0% | +7.7% | -23.7% | -16.4% |
| 3M | +17.9% | +2.2% | +15.8% | +17.7% |
| 6M | +38.5% | +23.8% | +14.8% | +35.6% |
| YTD | +115.8% | +13.9% | +101.9% | +112.8% |
| 1Y | +87.1% | +3.8% | +83.3% | +87.0% |
| 3Y | +96.5% | +28.0% | +68.5% | +88.7% |
| All | +243.9% | +65.0% | +178.9% | +200.5% |
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