+100.4%
DINO vs SBAC
-9.5%
+109.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.1% | +2.8% |
| 7D | +4.2% | -0.1% | +4.2% | +4.2% |
| 30D | +33.9% | +3.2% | +30.6% | +33.8% |
| 3M | +50.5% | -5.1% | +55.6% | +50.6% |
| 6M | +95.2% | -2.1% | +97.3% | +95.3% |
| YTD | +140.6% | -0.5% | +141.1% | +140.6% |
| 1Y | +119.0% | +1.1% | +117.8% | +118.9% |
| 3Y | +100.4% | -7.4% | +107.8% | +94.4% |
| All | +100.4% | -9.5% | +109.9% | +94.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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