+21.8%
DOW vs DINO
+116.3%
-94.6%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.1% |
| 7D | -1.4% | +2.3% | -3.7% | -2.3% |
| 30D | -3.9% | +22.6% | -26.6% | -12.1% |
| 3M | -12.7% | +55.2% | -67.9% | -28.8% |
| 6M | -13.7% | +93.8% | -107.5% | -36.6% |
| YTD | +28.4% | +139.5% | -111.1% | -16.8% |
| 1Y | +21.8% | +115.3% | -93.6% | -15.9% |
| All | +21.8% | +116.3% | -94.6% | -15.9% |
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