+1,729.1%
HCA vs DINO
+694.5%
+1,034.6%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.2% | -0.1% |
| 7D | +2.9% | +1.5% | +1.5% | +2.7% |
| 30D | +2.4% | +25.9% | -23.5% | -1.9% |
| 3M | +13.0% | +53.2% | -40.1% | +4.0% |
| 6M | -21.4% | +105.5% | -126.8% | -32.0% |
| YTD | -9.5% | +139.2% | -148.7% | -24.4% |
| 1Y | +7.5% | +117.4% | -109.8% | -8.7% |
| 3Y | +57.6% | +99.3% | -41.7% | +33.4% |
| 5Y | +71.1% | +333.0% | -261.9% | +19.0% |
| 10Y | +498.8% | +486.9% | +11.9% | +263.7% |
| All | +1,729.1% | +694.5% | +1,034.6% | +885.4% |
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