-41.1%
DIS vs DINO
+307.7%
-348.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.6% |
| 7D | -2.6% | +5.7% | -8.3% | -3.4% |
| 30D | +3.5% | +27.8% | -24.3% | -0.6% |
| 3M | +6.8% | +45.6% | -38.8% | -0.1% |
| 6M | +3.0% | +88.5% | -85.5% | -9.0% |
| YTD | -6.7% | +134.1% | -140.8% | -21.7% |
| 1Y | -10.1% | +111.1% | -121.2% | -23.0% |
| 3Y | +33.0% | +109.1% | -76.1% | +9.5% |
| All | -41.1% | +307.7% | -348.8% | -57.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling