+289.4%
HPE vs DINO
+97.6%
+191.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +0.1% | +12.3% | +12.4% |
| 7D | +19.4% | +2.3% | +17.1% | +18.5% |
| 30D | +5.6% | +22.6% | -17.0% | -1.7% |
| 3M | +33.1% | +55.2% | -22.2% | +13.0% |
| 6M | +192.5% | +93.8% | +98.7% | +128.8% |
| YTD | +160.9% | +139.5% | +21.4% | +86.9% |
| 1Y | +155.0% | +115.3% | +39.7% | +89.8% |
| 3Y | +289.4% | +98.8% | +190.6% | +157.7% |
| All | +289.4% | +97.6% | +191.8% | +157.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling