+2,545.7%
DUK vs DINO
+19,981.2%
-17,435.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.7% |
| 7D | -0.1% | +2.0% | -2.1% | -0.3% |
| 30D | +0.2% | +27.7% | -27.4% | -1.9% |
| 3M | -1.9% | +56.3% | -58.2% | -5.8% |
| 6M | -6.5% | +107.6% | -114.1% | -12.7% |
| YTD | +5.4% | +140.2% | -134.7% | -3.0% |
| 1Y | +3.6% | +113.0% | -109.4% | -3.8% |
| 3Y | +48.1% | +100.1% | -51.9% | +36.9% |
| 5Y | +39.6% | +328.7% | -289.2% | +18.2% |
| 10Y | +131.8% | +489.2% | -357.3% | +80.5% |
| All | +2,545.7% | +19,981.2% | -17,435.4% | +1,288.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling