+3,912.1%
EMR vs DINO
+19,474.2%
-15,562.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.4% | +1.9% |
| 7D | -1.5% | +5.7% | -7.2% | -2.8% |
| 30D | -5.6% | +27.8% | -33.4% | -10.7% |
| 3M | +7.9% | +45.6% | -37.7% | -1.4% |
| 6M | +6.0% | +88.5% | -82.4% | -9.4% |
| YTD | +16.4% | +134.1% | -117.7% | -5.6% |
| 1Y | +16.6% | +111.1% | -94.5% | -3.5% |
| 3Y | +62.9% | +109.1% | -46.2% | +32.9% |
| 5Y | +60.1% | +307.2% | -247.1% | +9.2% |
| 10Y | +268.8% | +495.9% | -227.2% | +118.4% |
| All | +3,912.1% | +19,474.2% | -15,562.2% | +1,398.1% |
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