+111.1%
DINO vs SM
+36.8%
+74.3%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | +0.1% |
| 7D | +5.7% | -0.5% | +6.2% | +5.9% |
| 30D | +27.8% | +25.6% | +2.2% | +19.9% |
| 3M | +45.6% | +8.0% | +37.6% | +41.3% |
| 6M | +88.5% | +50.8% | +37.7% | +71.2% |
| YTD | +134.1% | +97.9% | +36.2% | +100.6% |
| 1Y | +111.1% | +33.8% | +77.3% | +89.0% |
| All | +111.1% | +36.8% | +74.3% | +89.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 1y: compounded portfolio wealth divided by compounded SM 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…
1y analysis · Full analysis span regression · 6 months rolling