+248.7%
DINO vs S
-66.6%
+315.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +8.0% | -5.4% | +2.2% |
| 7D | -10.7% | +1.6% | -12.2% | -10.7% |
| 30D | -17.8% | -10.5% | -7.3% | -17.3% |
| 3M | +23.3% | +9.9% | +13.4% | +22.2% |
| 6M | +39.6% | +41.8% | -2.2% | +35.8% |
| YTD | +121.6% | +56.8% | +64.8% | +113.7% |
| 1Y | +88.2% | +39.0% | +49.2% | +82.8% |
| 3Y | +114.4% | +53.8% | +60.6% | +106.3% |
| 5Y | +248.7% | -68.6% | +317.3% | +256.0% |
| All | +248.7% | -66.6% | +315.3% | +256.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling