+107.9%
DINO vs ROIV
+200.3%
-92.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.2% | -0.8% |
| 7D | +5.7% | +0.6% | +5.1% | +5.7% |
| 30D | +27.8% | +1.0% | +26.9% | +27.6% |
| 3M | +45.6% | +18.3% | +27.3% | +43.3% |
| 6M | +88.5% | +18.3% | +70.1% | +85.1% |
| YTD | +134.1% | +61.0% | +73.1% | +120.1% |
| 1Y | +111.1% | +177.9% | -66.8% | +81.1% |
| All | +107.9% | +200.3% | -92.5% | +71.0% |
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