-9.9%
LOW vs DINO
+97.6%
-107.5%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | -3.7% | +2.3% | -6.0% | -3.9% |
| 30D | -8.9% | +22.6% | -31.5% | -10.2% |
| 3M | -10.4% | +55.2% | -65.6% | -13.8% |
| 6M | -19.4% | +93.8% | -113.2% | -25.2% |
| YTD | -17.1% | +139.5% | -156.6% | -26.5% |
| 1Y | -26.3% | +115.3% | -141.6% | -33.5% |
| 3Y | -9.9% | +98.8% | -108.7% | -22.4% |
| All | -9.9% | +97.6% | -107.5% | -22.4% |
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