-35.6%
DOCN vs DINO
+245.4%
-281.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.6% | +3.1% | +2.7% |
| 7D | -19.2% | -15.5% | -3.7% | -14.9% |
| 30D | -43.1% | -16.0% | -27.1% | -40.3% |
| 3M | -40.7% | +17.9% | -58.6% | -44.0% |
| 6M | -55.0% | +38.5% | -93.5% | -59.7% |
| YTD | +50.6% | +115.8% | -65.2% | +17.6% |
| 1Y | +54.0% | +87.1% | -33.2% | +25.5% |
| 3Y | +203.9% | +96.5% | +107.4% | +130.5% |
| All | -35.6% | +245.4% | -281.0% | -59.4% |
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