-34.1%
INTU vs DINO
+115.3%
-149.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +0.1% | +5.7% | -5.6% | -0.6% |
| 30D | +10.1% | -19.6% | +29.6% | +12.7% |
| 3M | -4.2% | +11.8% | -16.0% | -6.1% |
| 6M | -7.2% | +49.0% | -56.2% | -12.5% |
| YTD | -47.7% | +128.1% | -175.8% | -53.2% |
| 1Y | -46.7% | +96.3% | -143.0% | -51.3% |
| 3Y | -34.1% | +113.8% | -147.8% | -43.6% |
| All | -34.1% | +115.3% | -149.3% | -43.6% |
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