-9.0%
HUM vs DINO
+97.6%
-106.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.1% | +2.2% | +2.3% |
| 7D | +2.1% | +2.3% | -0.2% | +1.9% |
| 30D | +5.4% | +22.6% | -17.2% | +4.3% |
| 3M | +11.4% | +55.2% | -43.8% | +8.6% |
| 6M | +141.5% | +93.8% | +47.7% | +132.4% |
| YTD | +61.2% | +139.5% | -78.3% | +53.1% |
| 1Y | +49.2% | +115.3% | -66.2% | +42.4% |
| 3Y | -9.0% | +98.8% | -107.8% | -10.4% |
| All | -9.0% | +97.6% | -106.6% | -10.4% |
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 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