+232.9%
DINO vs RACE
+647.6%
-414.7%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | -0.1% |
| 7D | +5.7% | -2.5% | +8.2% | +6.5% |
| 30D | +27.8% | +0.8% | +27.0% | +27.4% |
| 3M | +45.6% | +17.2% | +28.5% | +37.8% |
| 6M | +88.5% | +13.6% | +74.9% | +78.4% |
| YTD | +134.1% | +12.2% | +121.9% | +121.5% |
| 1Y | +111.1% | -16.3% | +127.4% | +119.0% |
| 3Y | +109.1% | +36.4% | +72.7% | +74.8% |
| 5Y | +307.2% | +95.0% | +212.2% | +182.6% |
| 10Y | +495.9% | +813.2% | -317.3% | +119.8% |
| All | +232.9% | +647.6% | -414.7% | +19.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling