+726.2%
FLEX vs DINO
+313.0%
+413.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.8% | +1.6% | +3.6% |
| 7D | +7.0% | +4.2% | +2.8% | +5.8% |
| 30D | -5.8% | +33.9% | -39.7% | -13.1% |
| 3M | -24.2% | +50.5% | -74.8% | -32.7% |
| 6M | +90.8% | +95.2% | -4.4% | +54.6% |
| YTD | +89.2% | +140.6% | -51.4% | +41.7% |
| 1Y | +104.7% | +119.0% | -14.2% | +57.8% |
| 3Y | +478.1% | +100.4% | +377.7% | +336.9% |
| 5Y | +726.2% | +324.6% | +401.6% | +365.4% |
| All | +726.2% | +313.0% | +413.2% | +365.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling