+329.4%
DINO vs TECH
-42.1%
+371.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.2% | +2.9% | +2.8% |
| 7D | +4.2% | +0.2% | +4.0% | +4.1% |
| 30D | +33.9% | +0.1% | +33.7% | +33.8% |
| 3M | +50.5% | +37.5% | +13.1% | +42.4% |
| 6M | +95.2% | +34.6% | +60.6% | +83.7% |
| YTD | +140.6% | +23.5% | +117.1% | +129.6% |
| 1Y | +119.0% | +34.4% | +84.6% | +104.4% |
| 3Y | +100.4% | +2.3% | +98.1% | +91.8% |
| All | +329.4% | -42.1% | +371.5% | +330.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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