+12,471.5%
FIX vs DINO
+17,703.1%
-5,231.6%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.7% | +2.6% | +2.1% |
| 7D | +6.0% | +5.7% | +0.3% | +4.6% |
| 30D | -7.2% | +27.8% | -35.1% | -12.6% |
| 3M | -15.9% | +45.6% | -61.5% | -23.4% |
| 6M | +12.7% | +88.5% | -75.7% | -4.2% |
| YTD | +72.8% | +134.1% | -61.3% | +38.7% |
| 1Y | +122.9% | +111.1% | +11.8% | +82.9% |
| 3Y | +774.3% | +109.1% | +665.2% | +603.0% |
| 5Y | +2,049.5% | +307.2% | +1,742.3% | +1,322.2% |
| 10Y | +5,821.5% | +495.9% | +5,325.5% | +3,227.8% |
| All | +12,471.5% | +17,703.1% | -5,231.6% | +4,370.6% |
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