+1,458.7%
DIS vs DINO
+19,474.2%
-18,015.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.6% |
| 7D | -2.6% | +5.7% | -8.3% | -3.6% |
| 30D | +3.5% | +27.8% | -24.3% | -1.2% |
| 3M | +6.8% | +45.6% | -38.8% | -0.9% |
| 6M | +3.0% | +88.5% | -85.5% | -9.5% |
| YTD | -6.7% | +134.1% | -140.8% | -21.6% |
| 1Y | -10.1% | +111.1% | -121.2% | -23.2% |
| 3Y | +33.0% | +109.1% | -76.1% | +12.0% |
| 5Y | -40.0% | +307.2% | -347.2% | -56.5% |
| 10Y | +21.1% | +495.9% | -474.9% | -24.1% |
| All | +1,458.7% | +19,474.2% | -18,015.5% | +494.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling