+100.5%
GD vs DINO
+250.9%
-150.4%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +2.7% | +5.7% | -3.0% | +1.9% |
| 30D | +8.6% | -19.6% | +28.2% | +11.6% |
| 3M | -7.1% | +11.8% | -18.9% | -8.7% |
| 6M | +7.5% | +49.0% | -41.5% | +1.2% |
| YTD | +9.9% | +128.1% | -118.2% | -3.3% |
| 1Y | +7.6% | +96.3% | -88.7% | -3.3% |
| 3Y | +56.2% | +113.8% | -57.6% | +35.7% |
| All | +100.5% | +250.9% | -150.4% | +72.0% |
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