+111.1%
DINO vs SAN
+58.9%
+52.2%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.8% |
| 7D | +5.7% | +1.8% | +3.9% | +6.1% |
| 30D | +27.8% | +2.0% | +25.8% | +28.2% |
| 3M | +45.6% | +19.7% | +25.9% | +50.9% |
| 6M | +88.5% | +30.6% | +57.8% | +99.3% |
| YTD | +134.1% | +28.8% | +105.3% | +141.4% |
| 1Y | +111.1% | +57.8% | +53.3% | +111.9% |
| All | +111.1% | +58.9% | +52.2% | +111.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 1y: compounded portfolio wealth divided by compounded SAN 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…
1y analysis · Full analysis span regression · 6 months rolling