-27.5%
DOCN vs DINO
+250.9%
-278.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | 0.0% | -4.2% | -4.2% |
| 7D | +19.1% | +5.7% | +13.4% | +17.3% |
| 30D | -21.0% | -19.6% | -1.5% | -16.0% |
| 3M | -34.7% | +11.8% | -46.5% | -37.3% |
| 6M | -45.8% | +49.0% | -94.7% | -52.4% |
| YTD | +79.4% | +128.1% | -48.7% | +38.6% |
| 1Y | +91.0% | +96.3% | -5.3% | +54.2% |
| 3Y | +237.5% | +113.8% | +123.7% | +151.7% |
| All | -27.5% | +250.9% | -278.4% | -53.8% |
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