+98.8%
DINO vs TROW
+11.3%
+87.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.6% |
| 7D | +2.3% | -3.2% | +5.5% | +3.6% |
| 30D | +22.6% | -4.6% | +27.2% | +24.7% |
| 3M | +55.2% | -0.7% | +55.9% | +54.3% |
| 6M | +93.8% | +22.2% | +71.6% | +75.6% |
| YTD | +139.5% | +6.6% | +132.9% | +129.3% |
| 1Y | +115.3% | +5.8% | +109.5% | +106.2% |
| 3Y | +98.8% | +11.6% | +87.2% | +74.2% |
| All | +98.8% | +11.3% | +87.5% | +74.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling