-51.1%
DOCS vs DINO
+251.7%
-302.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -6.5% | +2.2% | -3.8% |
| 7D | -1.3% | -12.6% | +11.3% | -0.4% |
| 30D | +19.4% | -14.7% | +34.1% | +20.7% |
| 3M | +53.4% | +18.6% | +34.8% | +50.2% |
| 6M | +28.8% | +33.0% | -4.2% | +24.2% |
| YTD | -25.1% | +117.1% | -142.2% | -31.9% |
| 1Y | -48.1% | +90.5% | -138.6% | -52.1% |
| 3Y | +51.4% | +96.0% | -44.6% | +34.9% |
| 5Y | -51.1% | +252.0% | -303.1% | -57.3% |
| All | -51.1% | +251.7% | -302.8% | -57.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling