+12.0%
GEHC vs DINO
+148.9%
-137.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.8% | -5.8% | -3.4% |
| 7D | -5.2% | +4.2% | -9.4% | -5.7% |
| 30D | -7.0% | +33.9% | -40.8% | -10.4% |
| 3M | +3.3% | +50.5% | -47.2% | -2.3% |
| 6M | -10.0% | +95.2% | -105.2% | -18.9% |
| YTD | -18.5% | +140.6% | -159.0% | -30.1% |
| 1Y | -14.4% | +119.0% | -133.4% | -25.4% |
| 3Y | +3.4% | +100.4% | -97.0% | -15.7% |
| All | +12.0% | +148.9% | -137.0% | -11.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling