-10.3%
DIS vs DINO
+118.1%
-128.4%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.8% | -3.0% | +0.1% |
| 7D | -1.1% | +4.2% | -5.3% | -0.6% |
| 30D | +0.1% | +33.9% | -33.7% | +3.5% |
| 3M | +7.1% | +50.5% | -43.5% | +12.1% |
| 6M | +4.3% | +95.2% | -90.9% | +8.9% |
| YTD | -6.9% | +140.6% | -147.5% | -4.0% |
| 1Y | -10.3% | +119.0% | -129.3% | -7.5% |
| All | -10.3% | +118.1% | -128.4% | -7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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