+64.8%
EFA vs DINO
+97.6%
-32.8%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +0.9% | +1.0% |
| 7D | -1.5% | +2.3% | -3.8% | -1.7% |
| 30D | -1.7% | +22.6% | -24.3% | -3.2% |
| 3M | +3.5% | +55.2% | -51.7% | -0.2% |
| 6M | +9.5% | +93.8% | -84.3% | +2.9% |
| YTD | +12.9% | +139.5% | -126.6% | +2.7% |
| 1Y | +18.2% | +115.3% | -97.1% | +9.0% |
| 3Y | +64.8% | +98.8% | -34.0% | +45.3% |
| All | +64.8% | +97.6% | -32.8% | +45.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling