-41.7%
INTU vs DINO
+313.0%
-354.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.8% | -6.9% | -4.5% |
| 7D | -7.5% | +4.2% | -11.7% | -8.1% |
| 30D | -1.9% | +33.9% | -35.8% | -5.9% |
| 3M | +4.9% | +50.5% | -45.7% | -1.2% |
| 6M | -33.2% | +95.2% | -128.4% | -39.1% |
| YTD | -51.4% | +140.6% | -192.0% | -57.1% |
| 1Y | -52.0% | +119.0% | -170.9% | -57.1% |
| 3Y | -40.7% | +100.4% | -141.1% | -47.8% |
| 5Y | -41.7% | +324.6% | -366.3% | -53.1% |
| All | -41.7% | +313.0% | -354.7% | -53.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling