+1,483.7%
LITE vs DINO
+113.2%
+1,370.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +3.0% | +7.7% | +9.6% |
| 7D | +3.4% | -2.7% | +6.1% | +4.9% |
| 30D | -34.9% | -17.2% | -17.7% | -30.5% |
| 3M | -21.0% | +18.9% | -39.9% | -25.4% |
| 6M | -38.5% | +40.6% | -79.0% | -45.6% |
| YTD | +75.8% | +125.9% | -50.1% | +26.9% |
| 1Y | +156.7% | +90.9% | +65.8% | +100.5% |
| All | +1,483.7% | +113.2% | +1,370.5% | +910.4% |
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 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