+100.4%
DINO vs S
+13.8%
+86.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.3% | +5.0% | +3.0% |
| 7D | +4.2% | -5.8% | +10.0% | +4.7% |
| 30D | +33.9% | -9.2% | +43.1% | +34.8% |
| 3M | +50.5% | +23.4% | +27.2% | +46.9% |
| 6M | +95.2% | +36.9% | +58.2% | +87.6% |
| YTD | +140.6% | +29.5% | +111.0% | +131.9% |
| 1Y | +119.0% | +5.4% | +113.5% | +115.4% |
| 3Y | +100.4% | +14.7% | +85.7% | +99.8% |
| All | +100.4% | +13.8% | +86.6% | +99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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