+34.8%
DIS vs DINO
+107.2%
-72.4%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.6% |
| 7D | -2.6% | +5.7% | -8.3% | -3.3% |
| 30D | +3.5% | +27.8% | -24.3% | 0.0% |
| 3M | +6.8% | +45.6% | -38.8% | +0.8% |
| 6M | +3.0% | +88.5% | -85.5% | -8.5% |
| YTD | -6.7% | +134.1% | -140.8% | -21.9% |
| 1Y | -10.1% | +111.1% | -121.2% | -23.0% |
| All | +34.8% | +107.2% | -72.4% | +6.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling