+98.8%
DINO vs SCHG
+86.3%
+12.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.7% | -0.2% |
| 7D | +2.3% | -1.0% | +3.3% | +2.7% |
| 30D | +22.6% | -1.3% | +23.9% | +23.2% |
| 3M | +55.2% | +5.4% | +49.8% | +51.5% |
| 6M | +93.8% | +14.4% | +79.3% | +81.6% |
| YTD | +139.5% | +8.0% | +131.5% | +130.9% |
| 1Y | +115.3% | +12.7% | +102.6% | +102.2% |
| 3Y | +98.8% | +85.6% | +13.2% | +46.4% |
| All | +98.8% | +86.3% | +12.5% | +46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHG.
Daily Out/Under-Performance
Portfolio return minus SCHG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHG 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 SCHG 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