+104.6%
GD vs DINO
+260.8%
-156.2%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.0% | -3.1% | -0.5% |
| 7D | +0.6% | -2.7% | +3.4% | +1.0% |
| 30D | +9.5% | -17.2% | +26.7% | +12.0% |
| 3M | -5.8% | +18.9% | -24.8% | -8.3% |
| 6M | +7.7% | +40.6% | -32.9% | +2.3% |
| YTD | +11.1% | +125.9% | -114.9% | -2.1% |
| 1Y | +6.1% | +90.9% | -84.8% | -4.2% |
| 3Y | +59.8% | +113.4% | -53.5% | +38.8% |
| 5Y | +104.6% | +258.3% | -153.7% | +74.8% |
| All | +104.6% | +260.8% | -156.2% | +74.8% |
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