+142.4%
GILD vs DINO
+326.7%
-184.3%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.9% | -0.8% |
| 7D | -4.8% | +2.3% | -7.1% | -4.9% |
| 30D | +5.8% | +22.6% | -16.9% | +4.8% |
| 3M | +14.9% | +55.2% | -40.3% | +12.6% |
| 6M | -0.4% | +93.8% | -94.1% | -3.6% |
| YTD | +18.5% | +139.5% | -121.0% | +13.2% |
| 1Y | +25.1% | +115.3% | -90.2% | +20.1% |
| 3Y | +105.9% | +98.8% | +7.1% | +96.3% |
| All | +142.4% | +326.7% | -184.3% | +130.7% |
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