+424.5%
GE vs DINO
+321.1%
+103.3%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.7% | -2.8% |
| 7D | -1.2% | +2.0% | -3.2% | -1.5% |
| 30D | -11.3% | +27.7% | -38.9% | -14.6% |
| 3M | -1.4% | +56.3% | -57.7% | -8.5% |
| 6M | +1.2% | +107.6% | -106.3% | -11.9% |
| YTD | +5.9% | +140.2% | -134.2% | -11.2% |
| 1Y | +18.4% | +113.0% | -94.6% | +1.7% |
| 3Y | +271.0% | +100.1% | +170.9% | +212.4% |
| All | +424.5% | +321.1% | +103.3% | +240.6% |
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