+113.8%
DINO vs ROIV
+357.5%
-243.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.1% |
| 7D | +5.7% | +1.7% | +4.0% | +5.6% |
| 30D | -19.6% | +17.6% | -37.1% | -20.3% |
| 3M | +11.8% | +9.0% | +2.8% | +11.0% |
| 6M | +49.0% | +35.3% | +13.7% | +44.8% |
| YTD | +128.1% | +82.2% | +46.0% | +110.2% |
| 1Y | +96.3% | +92.3% | +4.0% | +78.6% |
| 3Y | +113.8% | +336.8% | -223.0% | +63.0% |
| All | +113.8% | +357.5% | -243.7% | +63.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 3y: compounded portfolio wealth divided by compounded ROIV 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…
3y analysis · Full analysis span regression · 6 months rolling