+99.3%
DINO vs SPY
+76.5%
+22.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.2% |
| 7D | +2.0% | -0.4% | +2.3% | +2.2% |
| 30D | +27.7% | -1.4% | +29.1% | +28.9% |
| 3M | +56.3% | +3.7% | +52.6% | +51.8% |
| 6M | +107.6% | +13.0% | +94.6% | +87.7% |
| YTD | +140.2% | +12.4% | +127.8% | +117.8% |
| 1Y | +113.0% | +18.5% | +94.5% | +83.6% |
| All | +99.3% | +76.5% | +22.8% | +22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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