+183.5%
MAR vs DINO
+250.9%
-67.4%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +1.6% | +5.7% | -4.1% | +0.7% |
| 30D | +13.8% | -19.6% | +33.4% | +17.8% |
| 3M | +20.3% | +11.8% | +8.5% | +17.1% |
| 6M | +21.3% | +49.0% | -27.6% | +11.2% |
| YTD | +37.2% | +128.1% | -90.9% | +12.9% |
| 1Y | +48.4% | +96.3% | -47.9% | +26.5% |
| 3Y | +120.1% | +113.8% | +6.3% | +76.8% |
| All | +183.5% | +250.9% | -67.4% | +93.9% |
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 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