+67.9%
NI vs DINO
+97.4%
-29.5%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.6% |
| 7D | -0.6% | +1.5% | -2.1% | -0.6% |
| 30D | -1.4% | +25.9% | -27.3% | -2.4% |
| 3M | -10.6% | +53.2% | -63.8% | -12.3% |
| 6M | -9.9% | +105.5% | -115.4% | -13.4% |
| YTD | +1.2% | +139.2% | -138.1% | -3.9% |
| 1Y | +4.4% | +117.4% | -113.0% | -0.2% |
| All | +67.9% | +97.4% | -29.5% | +52.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling