+95.0%
DINO vs SM
+78.0%
+17.1%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.2% | -4.2% | -0.8% |
| 7D | +5.0% | +10.6% | -5.6% | +1.4% |
| 30D | -19.9% | -15.0% | -5.0% | -15.8% |
| 3M | +16.8% | +1.7% | +15.1% | +15.9% |
| 6M | +44.8% | +5.9% | +39.0% | +41.1% |
| YTD | +128.0% | +79.0% | +49.0% | +93.2% |
| 1Y | +95.0% | +84.7% | +10.3% | +61.9% |
| All | +95.0% | +78.0% | +17.1% | +61.9% |
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