+118.2%
DINO vs SPG
+19.6%
+98.6%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.3% | -0.3% |
| 7D | +2.0% | -1.7% | +3.6% | +1.8% |
| 30D | +27.7% | -6.3% | +33.9% | +27.1% |
| 3M | +56.3% | -2.4% | +58.7% | +55.5% |
| 6M | +107.6% | +9.6% | +97.9% | +104.9% |
| YTD | +140.2% | +14.2% | +126.0% | +136.0% |
| All | +118.2% | +19.6% | +98.6% | +112.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 1y: compounded portfolio wealth divided by compounded SPG 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…
1y analysis · Full analysis span regression · 6 months rolling