+764.4%
FIX vs DINO
+107.2%
+657.2%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.7% | +2.6% | +2.0% |
| 7D | +6.0% | +5.7% | +0.3% | +5.0% |
| 30D | -7.2% | +27.8% | -35.1% | -11.1% |
| 3M | -15.9% | +45.6% | -61.5% | -21.2% |
| 6M | +12.7% | +88.5% | -75.7% | -0.2% |
| YTD | +72.8% | +134.1% | -61.3% | +44.5% |
| 1Y | +122.9% | +111.1% | +11.8% | +90.8% |
| All | +764.4% | +107.2% | +657.2% | +591.9% |
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