+634.9%
HLT vs DINO
+275.3%
+359.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -1.6% | +2.3% | -3.9% | -2.1% |
| 30D | -5.0% | +22.6% | -27.7% | -9.5% |
| 3M | -10.4% | +55.2% | -65.6% | -19.6% |
| 6M | +3.2% | +93.8% | -90.5% | -12.9% |
| YTD | +6.7% | +139.5% | -132.8% | -15.1% |
| 1Y | +10.3% | +115.3% | -105.0% | -10.2% |
| 3Y | +99.3% | +98.8% | +0.5% | +61.2% |
| 5Y | +143.7% | +333.5% | -189.8% | +55.4% |
| 10Y | +584.7% | +487.5% | +97.2% | +283.5% |
| All | +634.9% | +275.3% | +359.6% | +341.7% |
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