+226.3%
FIS vs DINO
+8,731.6%
-8,505.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.9% | -7.1% | -6.3% |
| 7D | -3.5% | +5.0% | -8.5% | -4.4% |
| 30D | -19.4% | -19.9% | +0.5% | -15.8% |
| 3M | -31.6% | +16.8% | -48.3% | -33.5% |
| 6M | -32.5% | +44.8% | -77.4% | -37.4% |
| YTD | -56.0% | +128.0% | -184.0% | -62.9% |
| 1Y | -55.5% | +95.0% | -150.6% | -61.5% |
| 3Y | -41.3% | +115.4% | -156.7% | -51.2% |
| 5Y | -72.3% | +252.6% | -324.8% | -79.7% |
| 10Y | -55.0% | +451.2% | -506.2% | -72.6% |
| All | +226.3% | +8,731.6% | -8,505.2% | +3.4% |
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