+58.3%
EMR vs DINO
+98.1%
-39.8%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.2% |
| 7D | +0.9% | +2.0% | -1.0% | +0.5% |
| 30D | -5.0% | +27.7% | -32.6% | -9.7% |
| 3M | +5.9% | +56.3% | -50.4% | -4.5% |
| 6M | +7.3% | +107.6% | -100.2% | -12.0% |
| YTD | +14.6% | +140.2% | -125.6% | -11.7% |
| 1Y | +15.6% | +113.0% | -97.3% | -7.4% |
| All | +58.3% | +98.1% | -39.8% | +15.3% |
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