+14.5%
HD vs DINO
+40.2%
-25.7%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.0% | -2.9% | +0.7% |
| 7D | -1.2% | -2.7% | +1.6% | -1.8% |
| 30D | +20.9% | -17.2% | +38.1% | +16.2% |
| 3M | -0.2% | +18.9% | -19.1% | +5.4% |
| 6M | +14.5% | +40.6% | -26.1% | +26.4% |
| All | +14.5% | +40.2% | -25.7% | +26.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling