+7,843.3%
FIX vs DINO
+16,313.1%
-8,469.7%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.6% | +6.1% | +5.6% |
| 7D | -17.5% | -15.5% | -2.0% | -13.8% |
| 30D | -41.6% | -16.0% | -25.6% | -39.1% |
| 3M | -40.6% | +17.9% | -58.5% | -42.9% |
| 6M | -49.4% | +38.5% | -87.9% | -53.4% |
| YTD | +9.2% | +115.8% | -106.7% | -10.7% |
| 1Y | +6.5% | +87.1% | -80.7% | -9.9% |
| 3Y | +448.7% | +96.5% | +352.2% | +348.7% |
| 5Y | +948.7% | +249.9% | +698.8% | +620.2% |
| 10Y | +3,659.7% | +472.9% | +3,186.9% | +2,041.1% |
| All | +7,843.3% | +16,313.1% | -8,469.7% | +2,779.3% |
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