+2,340.5%
EXC vs DINO
+19,474.2%
-17,133.7%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -1.0% |
| 7D | +0.3% | +5.7% | -5.4% | -0.5% |
| 30D | -3.7% | +27.8% | -31.5% | -6.9% |
| 3M | -1.3% | +45.6% | -46.9% | -6.4% |
| 6M | -9.7% | +88.5% | -98.2% | -17.6% |
| YTD | +2.9% | +134.1% | -131.2% | -9.1% |
| 1Y | +4.4% | +111.1% | -106.7% | -6.6% |
| 3Y | +22.2% | +109.1% | -86.9% | +7.7% |
| 5Y | +46.7% | +307.2% | -260.5% | +14.8% |
| 10Y | +155.3% | +495.9% | -340.6% | +76.0% |
| All | +2,340.5% | +19,474.2% | -17,133.7% | +973.4% |
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