+494.2%
FIX vs DINO
+115.3%
+378.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +9.4% | +5.7% | +3.7% | +8.2% |
| 30D | -27.8% | -19.6% | -8.2% | -24.7% |
| 3M | -35.6% | +11.8% | -47.3% | -36.6% |
| 6M | -45.2% | +49.0% | -94.2% | -48.9% |
| YTD | +19.5% | +128.1% | -108.6% | -0.1% |
| 1Y | +24.2% | +96.3% | -72.1% | +8.2% |
| 3Y | +494.2% | +113.8% | +380.4% | +373.9% |
| All | +494.2% | +115.3% | +378.9% | +373.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling