+324.6%
DINO vs THC
+248.0%
+76.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.3% | +5.0% | +3.0% |
| 7D | +4.2% | -2.6% | +6.7% | +4.4% |
| 30D | +33.9% | -1.2% | +35.0% | +34.0% |
| 3M | +50.5% | +58.9% | -8.4% | +41.7% |
| 6M | +95.2% | +9.3% | +85.8% | +92.4% |
| YTD | +140.6% | +30.4% | +110.2% | +130.5% |
| 1Y | +119.0% | +34.6% | +84.4% | +108.2% |
| 3Y | +100.4% | +246.7% | -146.3% | +63.1% |
| 5Y | +324.6% | +244.5% | +80.1% | +244.1% |
| All | +324.6% | +248.0% | +76.6% | +244.1% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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