+103.3%
EMR vs DINO
+115.3%
-12.0%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +2.8% | +5.7% | -2.8% | +1.9% |
| 30D | +3.7% | -19.6% | +23.2% | +7.4% |
| 3M | +2.0% | +11.8% | -9.8% | -1.1% |
| 6M | +22.1% | +49.0% | -26.8% | +10.3% |
| YTD | +27.2% | +128.1% | -100.9% | -1.5% |
| 1Y | +32.0% | +96.3% | -64.3% | +7.7% |
| 3Y | +103.3% | +113.8% | -10.5% | +44.5% |
| All | +103.3% | +115.3% | -12.0% | +44.5% |
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