+5,083.9%
LITE vs DINO
+227.4%
+4,856.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.7% | +4.7% | +4.1% |
| 7D | -1.5% | +5.7% | -7.3% | -2.7% |
| 30D | +6.7% | +27.8% | -21.2% | +1.0% |
| 3M | -6.8% | +45.6% | -52.4% | -14.4% |
| 6M | +29.4% | +88.5% | -59.0% | +12.0% |
| YTD | +139.1% | +134.1% | +5.0% | +96.3% |
| 1Y | +521.0% | +111.1% | +409.9% | +421.3% |
| 3Y | +1,535.3% | +109.1% | +1,426.2% | +1,244.6% |
| 5Y | +889.8% | +307.2% | +582.7% | +598.6% |
| 10Y | +2,400.7% | +495.9% | +1,904.8% | +1,598.4% |
| All | +5,083.9% | +227.4% | +4,856.4% | +3,568.9% |
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 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