-37.1%
FIS vs DINO
+111.1%
-148.1%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.9% |
| 7D | +1.1% | +5.7% | -4.6% | +1.2% |
| 30D | -2.2% | +27.8% | -30.0% | -1.4% |
| 3M | +2.1% | +45.6% | -43.5% | +4.1% |
| 6M | -14.7% | +88.5% | -103.1% | -11.3% |
| YTD | -35.7% | +134.1% | -169.8% | -32.6% |
| 1Y | -37.1% | +111.1% | -148.2% | -34.7% |
| All | -37.1% | +111.1% | -148.1% | -34.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling