-24.5%
KVUE vs DINO
+208.1%
-232.6%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | -5.1% | +2.3% | -7.4% | -5.2% |
| 30D | -6.3% | +22.6% | -29.0% | -7.1% |
| 3M | -0.5% | +55.2% | -55.7% | -2.4% |
| 6M | +3.1% | +93.8% | -90.7% | -0.7% |
| YTD | +6.7% | +139.5% | -132.8% | +0.4% |
| 1Y | -1.1% | +115.3% | -116.4% | -5.9% |
| 3Y | -8.7% | +98.8% | -107.5% | -15.6% |
| All | -24.5% | +208.1% | -232.6% | -32.0% |
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