+43.6%
EEM vs DINO
+319.5%
-275.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -2.1% |
| 7D | -0.7% | +1.5% | -2.2% | -0.9% |
| 30D | +2.4% | +25.9% | -23.5% | -0.1% |
| 3M | +4.2% | +53.2% | -49.0% | -0.7% |
| 6M | +14.8% | +105.5% | -90.7% | +5.2% |
| YTD | +23.1% | +139.2% | -116.1% | +10.1% |
| 1Y | +32.5% | +117.4% | -84.8% | +20.0% |
| 3Y | +85.9% | +99.3% | -13.4% | +66.4% |
| 5Y | +43.6% | +333.0% | -289.4% | +12.3% |
| All | +43.6% | +319.5% | -275.9% | +12.3% |
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