+114.4%
DINO vs TAP
-24.9%
+139.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.2% | +3.8% | +2.8% |
| 7D | -10.7% | -7.8% | -2.8% | -9.6% |
| 30D | -17.8% | +7.1% | -24.9% | -19.0% |
| 3M | +23.3% | -7.0% | +30.3% | +24.3% |
| 6M | +39.6% | -3.8% | +43.4% | +39.5% |
| YTD | +121.6% | -11.7% | +133.3% | +125.0% |
| 1Y | +88.2% | -10.1% | +98.3% | +90.1% |
| 3Y | +114.4% | -23.7% | +138.1% | +121.4% |
| All | +114.4% | -24.9% | +139.3% | +121.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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