+103.7%
DINO vs SIMO
+432.2%
-328.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +8.7% | -9.4% | -1.8% |
| 7D | +5.7% | +4.2% | +1.5% | +5.1% |
| 30D | +27.8% | +4.1% | +23.7% | +26.6% |
| 3M | +45.6% | -12.9% | +58.5% | +45.8% |
| 6M | +88.5% | +110.3% | -21.9% | +62.4% |
| YTD | +134.1% | +178.6% | -44.5% | +87.6% |
| 1Y | +111.1% | +220.0% | -108.9% | +62.0% |
| All | +103.7% | +432.2% | -328.5% | +40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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