+66.4%
DOCN vs DINO
+223.3%
-156.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -6.5% | -9.4% | -14.1% |
| 7D | -29.3% | -12.6% | -16.7% | -26.5% |
| 30D | -46.0% | -14.7% | -31.3% | -43.8% |
| 3M | -43.2% | +18.6% | -61.7% | -46.2% |
| 6M | -53.7% | +33.0% | -86.7% | -57.7% |
| YTD | +46.9% | +117.1% | -70.2% | +16.9% |
| 1Y | +54.3% | +90.5% | -36.2% | +27.3% |
| 3Y | +185.5% | +96.0% | +89.5% | +122.0% |
| 5Y | -31.1% | +252.0% | -283.1% | -52.6% |
| All | +66.4% | +223.3% | -156.9% | +11.6% |
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