-25.2%
GIS vs DINO
+319.5%
-344.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.7% | -3.0% |
| 7D | -8.4% | +1.5% | -9.9% | -8.4% |
| 30D | -5.2% | +25.9% | -31.1% | -5.3% |
| 3M | +8.2% | +53.2% | -45.0% | +7.9% |
| 6M | -12.0% | +105.5% | -117.5% | -12.3% |
| YTD | -18.9% | +139.2% | -158.1% | -19.2% |
| 1Y | -23.6% | +117.4% | -141.0% | -23.9% |
| 3Y | -37.6% | +99.3% | -136.9% | -38.4% |
| 5Y | -25.2% | +333.0% | -358.2% | -25.7% |
| All | -25.2% | +319.5% | -344.7% | -25.7% |
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