+12,583.9%
DINO vs TRI
+518.6%
+12,065.3%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -6.5% | +9.3% | +5.9% |
| 7D | +4.2% | -7.1% | +11.3% | +7.5% |
| 30D | +33.9% | -2.3% | +36.2% | +34.2% |
| 3M | +50.5% | +19.6% | +31.0% | +33.8% |
| 6M | +95.2% | -8.7% | +103.9% | +95.6% |
| YTD | +140.6% | -22.3% | +162.8% | +156.1% |
| 1Y | +119.0% | -40.7% | +159.6% | +169.2% |
| 3Y | +100.4% | -17.8% | +118.1% | +96.7% |
| 5Y | +324.6% | -8.5% | +333.1% | +280.2% |
| 10Y | +485.3% | +192.6% | +292.7% | +146.3% |
| All | +12,583.9% | +518.6% | +12,065.3% | +3,293.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 all: compounded portfolio wealth divided by compounded TRI 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…
all analysis · Full analysis span regression · 6 months rolling