+333.0%
DINO vs SPYG
+82.6%
+250.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPYG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.5% | 0.0% |
| 7D | +1.5% | -1.8% | +3.3% | +2.2% |
| 30D | +25.9% | -1.9% | +27.8% | +26.9% |
| 3M | +53.2% | +5.2% | +48.0% | +49.3% |
| 6M | +105.5% | +15.6% | +89.9% | +90.8% |
| YTD | +139.2% | +12.4% | +126.8% | +124.7% |
| 1Y | +117.4% | +17.5% | +99.9% | +99.3% |
| 3Y | +99.3% | +98.1% | +1.2% | +40.6% |
| 5Y | +333.0% | +84.9% | +248.1% | +207.1% |
| All | +333.0% | +82.6% | +250.4% | +207.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPYG.
Daily Out/Under-Performance
Portfolio return minus SPYG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPYG 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 SPYG 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