+193.5%
NRG vs DINO
+326.7%
-133.2%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | -4.7% | +2.3% | -7.0% | -5.1% |
| 30D | -6.0% | +22.6% | -28.6% | -9.9% |
| 3M | -8.0% | +55.2% | -63.2% | -16.4% |
| 6M | -23.2% | +93.8% | -116.9% | -34.1% |
| YTD | -28.1% | +139.5% | -167.6% | -41.9% |
| 1Y | -27.3% | +115.3% | -142.6% | -39.8% |
| 3Y | +208.7% | +98.8% | +109.9% | +148.8% |
| All | +193.5% | +326.7% | -133.2% | +104.2% |
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