-48.1%
DOCS vs DINO
+87.5%
-135.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -2.1% |
| 7D | -0.8% | -15.5% | +14.7% | -1.9% |
| 30D | +17.4% | -16.0% | +33.4% | +16.0% |
| 3M | +57.4% | +17.9% | +39.4% | +57.9% |
| 6M | +26.5% | +38.5% | -12.0% | +25.8% |
| YTD | -26.6% | +115.8% | -142.4% | -26.7% |
| 1Y | -48.1% | +87.1% | -135.2% | -48.0% |
| All | -48.1% | +87.5% | -135.5% | -48.0% |
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