+3.7%
KMB vs DINO
+110.3%
-106.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -1.1% |
| 7D | +6.0% | -12.9% | +18.9% | +5.0% |
| 30D | +13.5% | -18.6% | +32.1% | +11.9% |
| 3M | +3.8% | +16.6% | -12.8% | +4.8% |
| 6M | +15.6% | +38.2% | -22.6% | +18.1% |
| YTD | +14.0% | +119.3% | -105.3% | +18.4% |
| 1Y | +12.9% | +84.3% | -71.3% | +16.9% |
| 3Y | +3.7% | +107.1% | -103.4% | +6.3% |
| All | +3.7% | +110.3% | -106.5% | +6.3% |
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