+1,886.5%
KMB vs DINO
+18,239.4%
-16,352.8%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -1.0% |
| 7D | +6.0% | -12.9% | +18.9% | +6.8% |
| 30D | +13.5% | -18.6% | +32.1% | +14.7% |
| 3M | +3.8% | +16.6% | -12.8% | +2.6% |
| 6M | +15.6% | +38.2% | -22.6% | +12.9% |
| YTD | +14.0% | +119.3% | -105.3% | +7.9% |
| 1Y | +12.9% | +84.3% | -71.3% | +8.0% |
| 3Y | +3.7% | +107.1% | -103.4% | -2.4% |
| 5Y | -0.1% | +249.9% | -250.0% | -10.5% |
| 10Y | +41.1% | +428.8% | -387.6% | +16.8% |
| All | +1,886.5% | +18,239.4% | -16,352.8% | +1,110.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling