+107.1%
DINO vs SM
-12.9%
+120.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.4% | -2.4% | -1.6% |
| 7D | -12.9% | -19.5% | +6.6% | -5.5% |
| 30D | -18.6% | -20.2% | +1.6% | -11.4% |
| 3M | +16.6% | -6.5% | +23.1% | +18.8% |
| 6M | +38.2% | +1.6% | +36.6% | +34.8% |
| YTD | +119.3% | +61.2% | +58.1% | +75.3% |
| 1Y | +84.3% | +65.4% | +18.9% | +45.2% |
| 3Y | +107.1% | -13.0% | +120.2% | +100.0% |
| All | +107.1% | -12.9% | +120.0% | +100.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling