+219.5%
DOCN vs DINO
+110.8%
+108.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +2.7% | +5.4% | +7.0% |
| 7D | -12.8% | -10.7% | -2.1% | -8.7% |
| 30D | -41.9% | -17.8% | -24.2% | -37.7% |
| 3M | -36.9% | +23.3% | -60.2% | -42.8% |
| 6M | -52.2% | +39.6% | -91.8% | -59.1% |
| YTD | +62.7% | +121.6% | -58.8% | +13.8% |
| 1Y | +58.2% | +88.2% | -30.0% | +19.2% |
| 3Y | +219.5% | +114.4% | +105.1% | +96.7% |
| All | +219.5% | +110.8% | +108.6% | +96.7% |
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 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