+60.1%
DOCN vs DINO
+307.7%
-247.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.7% | +3.5% | +3.0% |
| 7D | +1.1% | +5.7% | -4.6% | -0.6% |
| 30D | -9.6% | +27.8% | -37.5% | -16.2% |
| 3M | -37.7% | +45.6% | -83.3% | -44.7% |
| 6M | +115.2% | +88.5% | +26.8% | +77.4% |
| YTD | +133.7% | +134.1% | -0.4% | +79.2% |
| 1Y | +250.2% | +111.1% | +139.0% | +176.4% |
| 3Y | +320.3% | +109.1% | +211.2% | +214.3% |
| All | +60.1% | +307.7% | -247.7% | -9.1% |
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