+111.1%
DINO vs TROW
+0.2%
+110.9%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.7% |
| 7D | +5.7% | -1.3% | +7.0% | +5.7% |
| 30D | +27.8% | -4.5% | +32.3% | +28.0% |
| 3M | +45.6% | +3.9% | +41.8% | +44.8% |
| 6M | +88.5% | +22.6% | +65.9% | +86.9% |
| YTD | +134.1% | +10.1% | +124.0% | +132.8% |
| 1Y | +111.1% | +3.6% | +107.5% | +109.9% |
| All | +111.1% | +0.2% | +110.9% | +109.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 1y: compounded portfolio wealth divided by compounded TROW 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…
1y analysis · Full analysis span regression · 6 months rolling