+93.8%
GD vs DINO
+245.4%
-151.5%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.6% |
| 7D | -5.0% | -15.5% | +10.5% | -2.9% |
| 30D | +8.9% | -16.0% | +24.9% | +11.3% |
| 3M | -8.0% | +17.9% | -26.0% | -10.3% |
| 6M | +2.9% | +38.5% | -35.6% | -2.2% |
| YTD | +7.1% | +115.8% | -108.8% | -5.1% |
| 1Y | +5.9% | +87.1% | -81.2% | -4.2% |
| 3Y | +53.9% | +96.5% | -42.7% | +35.1% |
| All | +93.8% | +245.4% | -151.5% | +66.2% |
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