+3,739.1%
MRK vs DINO
+19,981.2%
-16,242.0%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.5% | -0.6% |
| 7D | -2.7% | +2.0% | -4.7% | -2.9% |
| 30D | +12.7% | +27.7% | -15.0% | +9.7% |
| 3M | +24.2% | +56.3% | -32.1% | +18.2% |
| 6M | +27.8% | +107.6% | -79.7% | +17.6% |
| YTD | +42.2% | +140.2% | -98.0% | +28.5% |
| 1Y | +80.2% | +113.0% | -32.8% | +64.7% |
| 3Y | +48.4% | +100.1% | -51.7% | +34.7% |
| 5Y | +133.6% | +328.7% | -195.2% | +90.5% |
| 10Y | +236.2% | +489.2% | -252.9% | +147.6% |
| All | +3,739.1% | +19,981.2% | -16,242.0% | +1,664.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling