+75.3%
FDX vs DINO
+253.3%
-178.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.7% | +0.8% | +3.0% |
| 7D | +0.2% | -10.7% | +10.8% | +2.0% |
| 30D | +9.3% | -17.8% | +27.1% | +12.7% |
| 3M | +0.5% | +23.3% | -22.8% | -4.1% |
| 6M | +5.3% | +39.6% | -34.2% | -2.2% |
| YTD | +38.6% | +121.6% | -83.0% | +15.2% |
| 1Y | +53.5% | +88.2% | -34.7% | +32.2% |
| 3Y | +74.2% | +114.4% | -40.2% | +39.5% |
| 5Y | +75.3% | +248.7% | -173.4% | +25.9% |
| All | +75.3% | +253.3% | -178.0% | +25.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling