-32.9%
DOCS vs DINO
+93.3%
-126.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +2.6% | +5.7% | -3.1% | +2.8% |
| 30D | +11.4% | -19.6% | +31.0% | +10.4% |
| 3M | +25.4% | +11.8% | +13.6% | +25.3% |
| 6M | +42.5% | +49.0% | -6.4% | +40.9% |
| YTD | -24.7% | +128.1% | -152.8% | -28.1% |
| 1Y | -32.9% | +96.3% | -129.2% | -31.2% |
| All | -32.9% | +93.3% | -126.3% | -31.2% |
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