+111.9%
HAL vs DINO
+328.2%
-216.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +1.0% |
| 7D | -1.3% | +2.0% | -3.3% | -2.4% |
| 30D | +10.9% | +27.7% | -16.8% | -3.4% |
| 3M | -5.8% | +56.3% | -62.1% | -27.3% |
| 6M | +8.1% | +107.6% | -99.4% | -29.4% |
| YTD | +33.2% | +140.2% | -107.0% | -21.7% |
| 1Y | +74.2% | +113.0% | -38.8% | +9.5% |
| 3Y | -3.7% | +100.1% | -103.8% | -40.1% |
| 5Y | +111.9% | +328.7% | -216.9% | -13.7% |
| All | +111.9% | +328.2% | -216.3% | -13.7% |
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