-34.9%
DOCS vs DINO
+94.1%
-128.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | 0.0% |
| 7D | +0.1% | +5.0% | -5.0% | +0.3% |
| 30D | +8.7% | -19.9% | +28.6% | +7.6% |
| 3M | +32.9% | +16.8% | +16.1% | +32.8% |
| 6M | +25.5% | +44.8% | -19.3% | +24.2% |
| YTD | -25.0% | +128.0% | -153.1% | -28.6% |
| 1Y | -34.9% | +95.0% | -129.9% | -33.1% |
| All | -34.9% | +94.1% | -128.9% | -33.1% |
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 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