+100.4%
DINO vs SAN
+356.8%
-256.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.2% | +2.8% |
| 7D | +4.2% | +3.3% | +0.8% | +3.8% |
| 30D | +33.9% | +1.1% | +32.8% | +33.7% |
| 3M | +50.5% | +22.2% | +28.3% | +46.8% |
| 6M | +95.2% | +36.0% | +59.1% | +85.8% |
| YTD | +140.6% | +28.2% | +112.3% | +129.5% |
| 1Y | +119.0% | +54.1% | +64.8% | +98.1% |
| 3Y | +100.4% | +354.2% | -253.9% | +39.0% |
| All | +100.4% | +356.8% | -256.4% | +39.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling