+90.9%
DINO vs SPG
+33.6%
+57.3%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.1% | +2.9% | +3.0% |
| 7D | -2.7% | +2.7% | -5.5% | -2.3% |
| 30D | -17.2% | +16.6% | -33.8% | -15.2% |
| 3M | +18.9% | +8.1% | +10.8% | +20.7% |
| 6M | +40.6% | +19.3% | +21.2% | +44.1% |
| YTD | +125.9% | +31.1% | +94.9% | +128.4% |
| 1Y | +90.9% | +32.8% | +58.2% | +91.2% |
| All | +90.9% | +33.6% | +57.3% | +91.2% |
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