+347.5%
DINO vs SHAK
+34.1%
+313.4%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.5% | +6.4% | +1.0% |
| 7D | +2.0% | -7.2% | +9.2% | +3.3% |
| 30D | +27.7% | -11.8% | +39.5% | +30.4% |
| 3M | +56.3% | +17.2% | +39.1% | +50.4% |
| 6M | +107.6% | -34.1% | +141.7% | +118.1% |
| YTD | +140.2% | -22.4% | +162.5% | +143.0% |
| 1Y | +113.0% | -35.9% | +148.9% | +122.9% |
| 3Y | +100.1% | -3.4% | +103.4% | +85.7% |
| 5Y | +328.7% | -25.4% | +354.2% | +298.9% |
| 10Y | +489.2% | +83.4% | +405.7% | +343.2% |
| All | +347.5% | +34.1% | +313.4% | +263.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 SHAK 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