+19,829.2%
DINO vs TROW
+13,984.0%
+5,845.1%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.5% |
| 7D | +2.3% | -3.2% | +5.5% | +3.3% |
| 30D | +22.6% | -4.6% | +27.2% | +24.3% |
| 3M | +55.2% | -0.7% | +55.9% | +55.0% |
| 6M | +93.8% | +22.2% | +71.6% | +81.5% |
| YTD | +139.5% | +6.6% | +132.9% | +132.8% |
| 1Y | +115.3% | +5.8% | +109.5% | +109.4% |
| 3Y | +98.8% | +11.6% | +87.2% | +89.2% |
| 5Y | +333.5% | -38.9% | +372.4% | +378.7% |
| 10Y | +487.5% | +128.5% | +359.0% | +362.7% |
| All | +19,829.2% | +13,984.0% | +5,845.1% | +10,570.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling