-61.5%
DOCS vs DINO
+111.1%
-172.6%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.7% | -2.1% | -2.8% |
| 7D | -1.4% | +5.7% | -7.1% | -1.5% |
| 30D | +21.8% | +27.8% | -6.0% | +21.6% |
| 3M | +27.3% | +45.6% | -18.3% | +25.4% |
| 6M | -0.3% | +88.5% | -88.8% | -3.4% |
| YTD | -40.5% | +134.1% | -174.6% | -45.0% |
| 1Y | -61.5% | +111.1% | -172.7% | -63.2% |
| All | -61.5% | +111.1% | -172.6% | -63.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling