+98.8%
DINO vs SNY
-9.6%
+108.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +2.3% | -3.3% | +5.6% | +2.4% |
| 30D | +22.6% | -2.2% | +24.8% | +22.7% |
| 3M | +55.2% | -3.0% | +58.3% | +55.3% |
| 6M | +93.8% | +2.7% | +91.0% | +93.0% |
| YTD | +139.5% | -6.8% | +146.4% | +139.8% |
| 1Y | +115.3% | -5.3% | +120.6% | +115.3% |
| 3Y | +98.8% | -9.8% | +108.6% | +92.9% |
| All | +98.8% | -9.6% | +108.4% | +92.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 SNY 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