+19,916.1%
DINO vs SONY
+516.6%
+19,399.5%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -4.2% | +6.9% | +3.8% |
| 7D | +4.2% | -5.2% | +9.3% | +5.5% |
| 30D | +33.9% | +0.3% | +33.6% | +33.7% |
| 3M | +50.5% | +6.2% | +44.3% | +47.9% |
| 6M | +95.2% | +9.5% | +85.6% | +89.2% |
| YTD | +140.6% | -8.1% | +148.6% | +143.3% |
| 1Y | +119.0% | -17.9% | +136.9% | +127.3% |
| 3Y | +100.4% | +41.5% | +58.9% | +79.3% |
| 5Y | +324.6% | +11.8% | +312.8% | +296.7% |
| 10Y | +485.3% | +275.4% | +209.9% | +305.9% |
| All | +19,916.1% | +516.6% | +19,399.5% | +11,463.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 all: compounded portfolio wealth divided by compounded SONY 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…
all analysis · Full analysis span regression · 6 months rolling