+1,465.1%
DINO vs SCHG
+1,132.2%
+332.8%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.7% | -0.6% |
| 7D | +2.3% | -1.0% | +3.3% | +3.1% |
| 30D | +22.6% | -1.3% | +23.9% | +23.8% |
| 3M | +55.2% | +5.4% | +49.8% | +47.9% |
| 6M | +93.8% | +14.4% | +79.3% | +70.8% |
| YTD | +139.5% | +8.0% | +131.5% | +120.6% |
| 1Y | +115.3% | +12.7% | +102.6% | +90.6% |
| 3Y | +98.8% | +85.6% | +13.2% | +11.3% |
| 5Y | +333.5% | +85.5% | +248.0% | +130.1% |
| 10Y | +487.5% | +456.0% | +31.5% | -17.7% |
| All | +1,465.1% | +1,132.2% | +332.8% | -17.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling