+8.2%
HD vs DINO
+253.3%
-245.0%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.7% | +0.2% | +2.7% |
| 7D | +3.6% | -10.7% | +14.3% | +4.3% |
| 30D | +21.6% | -17.8% | +39.3% | +23.1% |
| 3M | +0.1% | +23.3% | -23.2% | -2.1% |
| 6M | +13.0% | +39.6% | -26.6% | +8.9% |
| YTD | +4.9% | +121.6% | -116.6% | -5.1% |
| 1Y | -2.1% | +88.2% | -90.3% | -9.5% |
| 3Y | +32.6% | +114.4% | -81.8% | +17.4% |
| 5Y | +8.2% | +248.7% | -240.5% | -6.8% |
| All | +8.2% | +253.3% | -245.0% | -6.8% |
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