+376.5%
FIS vs DINO
+8,966.4%
-8,589.9%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.8% |
| 7D | +1.1% | +5.7% | -4.6% | 0.0% |
| 30D | -2.2% | +27.8% | -30.0% | -6.8% |
| 3M | +2.1% | +45.6% | -43.5% | -5.3% |
| 6M | -14.7% | +88.5% | -103.1% | -25.1% |
| YTD | -35.7% | +134.1% | -169.8% | -46.2% |
| 1Y | -37.1% | +111.1% | -148.2% | -46.4% |
| 3Y | -20.0% | +109.1% | -129.1% | -33.2% |
| 5Y | -62.1% | +307.2% | -369.3% | -73.1% |
| 10Y | -37.4% | +495.9% | -533.3% | -62.8% |
| All | +376.5% | +8,966.4% | -8,589.9% | +50.1% |
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