+324.6%
DINO vs SPG
+106.4%
+218.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.2% | +1.6% | +2.3% |
| 7D | +4.2% | 0.0% | +4.2% | +4.2% |
| 30D | +33.9% | -4.9% | +38.8% | +36.5% |
| 3M | +50.5% | +3.3% | +47.2% | +47.9% |
| 6M | +95.2% | +11.2% | +83.9% | +84.8% |
| YTD | +140.6% | +17.1% | +123.5% | +122.5% |
| 1Y | +119.0% | +21.6% | +97.4% | +98.8% |
| 3Y | +100.4% | +111.9% | -11.5% | +42.2% |
| 5Y | +324.6% | +106.9% | +217.7% | +174.6% |
| All | +324.6% | +106.4% | +218.2% | +174.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling