+99.3%
DINO vs SM
-1.2%
+100.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.7% | -0.4% |
| 7D | +2.0% | -0.2% | +2.2% | +2.0% |
| 30D | +27.7% | +20.3% | +7.4% | +18.8% |
| 3M | +56.3% | +22.9% | +33.4% | +43.0% |
| 6M | +107.6% | +47.8% | +59.7% | +75.5% |
| YTD | +140.2% | +107.5% | +32.7% | +75.7% |
| 1Y | +113.0% | +51.7% | +61.2% | +75.3% |
| All | +99.3% | -1.2% | +100.6% | +82.5% |
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