-4.6%
HD vs DINO
+105.4%
-110.0%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -7.8% | +14.3% | +5.0% |
| 7D | +11.9% | -6.6% | +18.5% | +10.6% |
| 30D | +26.4% | -9.2% | +35.7% | +24.4% |
| 3M | +2.8% | +19.2% | -16.4% | +6.7% |
| 6M | +15.5% | +47.6% | -32.1% | +24.6% |
| YTD | +5.5% | +132.2% | -126.7% | +17.8% |
| 1Y | -4.6% | +102.0% | -106.6% | +4.3% |
| All | -4.6% | +105.4% | -110.0% | +4.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling