+6.0%
LOW vs DINO
+319.5%
-313.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -1.0% |
| 7D | -2.6% | +1.5% | -4.1% | -2.8% |
| 30D | -11.1% | +25.9% | -37.1% | -12.9% |
| 3M | -8.5% | +53.2% | -61.7% | -12.1% |
| 6M | -20.8% | +105.5% | -126.3% | -26.9% |
| YTD | -17.2% | +139.2% | -156.5% | -25.3% |
| 1Y | -24.7% | +117.4% | -142.1% | -31.4% |
| 3Y | -9.7% | +99.3% | -109.0% | -19.2% |
| 5Y | +6.0% | +333.0% | -327.0% | -13.5% |
| All | +6.0% | +319.5% | -313.5% | -13.5% |
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