+3,406.8%
LITE vs DINO
+209.9%
+3,197.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +2.7% | +8.0% | +10.1% |
| 7D | -12.9% | -10.7% | -2.2% | -10.4% |
| 30D | -46.0% | -17.8% | -28.2% | -43.5% |
| 3M | -33.0% | +23.3% | -56.3% | -36.0% |
| 6M | -34.0% | +39.6% | -73.6% | -38.8% |
| YTD | +61.7% | +121.6% | -59.8% | +34.6% |
| 1Y | +148.3% | +88.2% | +60.1% | +114.3% |
| 3Y | +1,408.5% | +114.4% | +1,294.1% | +1,140.5% |
| 5Y | +546.2% | +248.7% | +297.5% | +372.4% |
| 10Y | +1,533.3% | +430.9% | +1,102.4% | +1,025.6% |
| All | +3,406.8% | +209.9% | +3,197.0% | +2,415.3% |
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