+4,282.2%
EMR vs DINO
+18,967.3%
-14,685.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.3% |
| 7D | +2.7% | +5.0% | -2.4% | +1.6% |
| 30D | +2.1% | -19.9% | +22.0% | +6.8% |
| 3M | +2.3% | +16.8% | -14.5% | -1.9% |
| 6M | +22.5% | +44.8% | -22.3% | +11.3% |
| YTD | +27.2% | +128.0% | -100.9% | +3.1% |
| 1Y | +28.0% | +95.0% | -67.0% | +7.4% |
| 3Y | +103.4% | +115.4% | -11.9% | +64.2% |
| 5Y | +88.2% | +252.6% | -164.4% | +32.1% |
| 10Y | +280.3% | +451.2% | -170.9% | +128.4% |
| All | +4,282.2% | +18,967.3% | -14,685.0% | +1,536.2% |
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