+129.9%
MRK vs DINO
+326.7%
-196.8%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.7% | -0.5% |
| 7D | -4.3% | +2.3% | -6.6% | -4.3% |
| 30D | +8.3% | +22.6% | -14.4% | +7.5% |
| 3M | +20.0% | +55.2% | -35.2% | +18.0% |
| 6M | +25.7% | +93.8% | -68.1% | +22.3% |
| YTD | +38.7% | +139.5% | -100.8% | +33.5% |
| 1Y | +74.7% | +115.3% | -40.6% | +68.9% |
| 3Y | +45.4% | +98.8% | -53.4% | +39.4% |
| All | +129.9% | +326.7% | -196.8% | +109.0% |
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