+52.5%
NDAQ vs DINO
+328.2%
-275.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.8% |
| 7D | -1.6% | +2.0% | -3.5% | -1.7% |
| 30D | -1.5% | +27.7% | -29.1% | -3.5% |
| 3M | +8.0% | +56.3% | -48.3% | +3.8% |
| 6M | +7.7% | +107.6% | -99.8% | +0.4% |
| YTD | -2.3% | +140.2% | -142.5% | -10.8% |
| 1Y | +0.6% | +113.0% | -112.4% | -7.0% |
| 3Y | +90.9% | +100.1% | -9.1% | +71.7% |
| 5Y | +52.5% | +328.7% | -276.3% | +33.0% |
| All | +52.5% | +328.2% | -275.7% | +33.0% |
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