+490.8%
LITE vs DINO
+245.4%
+245.4%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.6% | +6.3% | +5.8% |
| 7D | -35.9% | -15.5% | -20.4% | -32.8% |
| 30D | -51.5% | -16.0% | -35.6% | -49.3% |
| 3M | -35.7% | +17.9% | -53.7% | -38.4% |
| 6M | -43.0% | +38.5% | -81.5% | -47.7% |
| YTD | +46.1% | +115.8% | -69.7% | +17.8% |
| 1Y | +124.7% | +87.1% | +37.6% | +88.9% |
| 3Y | +1,172.1% | +96.5% | +1,075.5% | +891.2% |
| All | +490.8% | +245.4% | +245.4% | +337.9% |
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