+350.2%
DINO vs ROIV
+298.6%
+51.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.6% | +1.4% | +3.0% |
| 7D | -2.7% | +9.5% | -12.2% | -3.0% |
| 30D | -17.2% | +21.0% | -38.2% | -17.7% |
| 3M | +18.9% | +18.7% | +0.2% | +18.1% |
| 6M | +40.6% | +44.5% | -3.9% | +38.5% |
| YTD | +125.9% | +92.9% | +33.1% | +119.2% |
| 1Y | +90.9% | +100.2% | -9.3% | +84.8% |
| 3Y | +113.4% | +375.0% | -261.7% | +98.5% |
| 5Y | +258.3% | +435.2% | -176.8% | +220.1% |
| All | +350.2% | +298.6% | +51.6% | +272.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling