+60.4%
HL vs DINO
+19,981.2%
-19,920.8%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +1.9% |
| 7D | +0.4% | +2.0% | -1.6% | -0.1% |
| 30D | +18.8% | +27.7% | -8.9% | +11.3% |
| 3M | +43.7% | +56.3% | -12.6% | +26.8% |
| 6M | -1.0% | +107.6% | -108.6% | -19.9% |
| YTD | +8.7% | +140.2% | -131.5% | -16.1% |
| 1Y | +105.0% | +113.0% | -8.0% | +63.0% |
| 3Y | +427.3% | +100.1% | +327.2% | +317.4% |
| 5Y | +249.3% | +328.7% | -79.4% | +117.9% |
| 10Y | +284.2% | +489.2% | -205.0% | +86.8% |
| All | +60.4% | +19,981.2% | -19,920.8% | -39.2% |
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