+73.0%
LMT vs DINO
+326.7%
-253.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.1% |
| 7D | -0.2% | +2.3% | -2.5% | -0.4% |
| 30D | -13.1% | +22.6% | -35.7% | -14.5% |
| 3M | -3.9% | +55.2% | -59.1% | -7.4% |
| 6M | -18.3% | +93.8% | -112.0% | -23.0% |
| YTD | +10.3% | +139.5% | -129.2% | +1.7% |
| 1Y | +14.2% | +115.3% | -101.1% | +6.2% |
| 3Y | +35.0% | +98.8% | -63.8% | +25.2% |
| All | +73.0% | +326.7% | -253.7% | +52.7% |
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