+324.6%
DINO vs SM
+111.2%
+213.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.6% | -0.9% | +1.4% |
| 7D | +4.2% | -0.2% | +4.3% | +4.2% |
| 30D | +33.9% | +31.5% | +2.3% | +20.3% |
| 3M | +50.5% | +17.3% | +33.2% | +40.2% |
| 6M | +95.2% | +48.5% | +46.6% | +64.5% |
| YTD | +140.6% | +106.3% | +34.3% | +76.7% |
| 1Y | +119.0% | +47.3% | +71.7% | +81.4% |
| 3Y | +100.4% | -1.4% | +101.8% | +85.7% |
| 5Y | +324.6% | +114.0% | +210.5% | +187.4% |
| All | +324.6% | +111.2% | +213.4% | +187.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling