+232.7%
LITE vs DINO
+105.4%
+127.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -7.8% | -0.1% | -7.0% |
| 7D | -31.4% | -6.6% | -24.8% | -30.7% |
| 30D | -42.6% | -9.2% | -33.3% | -41.9% |
| 3M | -26.2% | +19.2% | -45.4% | -26.3% |
| 6M | -35.8% | +47.6% | -83.4% | -37.0% |
| YTD | +70.0% | +132.2% | -62.2% | +66.6% |
| 1Y | +232.7% | +102.0% | +130.8% | +273.0% |
| All | +232.7% | +105.4% | +127.4% | +273.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling