+341.5%
DINO vs ROIV
+287.3%
+54.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +4.6% | -1.9% | +2.5% |
| 7D | -10.7% | +13.3% | -24.0% | -11.0% |
| 30D | -17.8% | +14.8% | -32.5% | -18.1% |
| 3M | +23.3% | +11.9% | +11.4% | +22.7% |
| 6M | +39.6% | +42.4% | -2.9% | +37.5% |
| YTD | +121.6% | +87.4% | +34.1% | +115.2% |
| 1Y | +88.2% | +97.2% | -9.0% | +82.3% |
| 3Y | +114.4% | +375.7% | -261.3% | +99.5% |
| 5Y | +248.7% | +379.0% | -130.3% | +211.2% |
| All | +341.5% | +287.3% | +54.1% | +265.6% |
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