+72.8%
HCA vs DINO
+326.7%
-253.9%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.2% | +1.4% |
| 7D | +5.4% | +2.3% | +3.1% | +5.2% |
| 30D | +3.0% | +22.6% | -19.7% | +1.3% |
| 3M | +13.0% | +55.2% | -42.2% | +8.7% |
| 6M | -20.3% | +93.8% | -114.0% | -25.3% |
| YTD | -8.2% | +139.5% | -147.7% | -16.5% |
| 1Y | +6.7% | +115.3% | -108.6% | -1.8% |
| 3Y | +60.4% | +98.8% | -38.4% | +47.0% |
| All | +72.8% | +326.7% | -253.9% | +44.9% |
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