+96.3%
DINO vs SM
+84.2%
+12.1%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.2% | +0.1% |
| 7D | +5.7% | +9.4% | -3.7% | +2.4% |
| 30D | -19.6% | -14.4% | -5.2% | -15.6% |
| 3M | +11.8% | +1.6% | +10.2% | +11.0% |
| 6M | +49.0% | +6.3% | +42.6% | +45.0% |
| YTD | +128.1% | +78.8% | +49.3% | +93.3% |
| 1Y | +96.3% | +83.1% | +13.2% | +64.1% |
| All | +96.3% | +84.2% | +12.1% | +64.1% |
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