+5,093.9%
NI vs DINO
+19,981.2%
-14,887.3%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.4% | -0.5% |
| 7D | +1.3% | +2.0% | -0.7% | +1.0% |
| 30D | -0.3% | +27.7% | -27.9% | -3.4% |
| 3M | -9.5% | +56.3% | -65.7% | -14.7% |
| 6M | -10.2% | +107.6% | -117.8% | -18.7% |
| YTD | +1.8% | +140.2% | -138.4% | -9.8% |
| 1Y | +5.7% | +113.0% | -107.3% | -5.0% |
| 3Y | +69.6% | +100.1% | -30.4% | +51.4% |
| 5Y | +95.8% | +328.7% | -233.0% | +54.8% |
| 10Y | +145.1% | +489.2% | -344.1% | +72.6% |
| All | +5,093.9% | +19,981.2% | -14,887.3% | +2,447.5% |
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