-24.4%
KVUE vs DINO
+207.8%
-232.2%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.2% |
| 7D | -6.1% | +1.5% | -7.6% | -6.2% |
| 30D | -5.6% | +25.9% | -31.5% | -6.4% |
| 3M | -0.3% | +53.2% | -53.5% | -2.2% |
| 6M | +1.4% | +105.5% | -104.1% | -2.8% |
| YTD | +6.7% | +139.2% | -132.5% | +0.5% |
| 1Y | +1.0% | +117.4% | -116.4% | -4.0% |
| 3Y | -5.4% | +99.3% | -104.7% | -12.5% |
| All | -24.4% | +207.8% | -232.2% | -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 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