+96.5%
DINO vs ROIV
+314.9%
-218.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.2% | -6.8% | -0.9% |
| 7D | -15.5% | +5.3% | -20.8% | -15.7% |
| 30D | -16.0% | +11.9% | -27.8% | -16.5% |
| 3M | +17.9% | +10.7% | +7.2% | +16.9% |
| 6M | +38.5% | +34.9% | +3.6% | +34.4% |
| YTD | +115.8% | +79.2% | +36.7% | +98.8% |
| 1Y | +87.1% | +89.0% | -1.9% | +70.1% |
| 3Y | +96.5% | +337.3% | -240.8% | +46.1% |
| All | +96.5% | +314.9% | -218.4% | +46.1% |
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