+1,464.0%
NRG vs DINO
+6,816.4%
-5,352.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.8% | -3.1% |
| 7D | -0.2% | +1.5% | -1.6% | -0.6% |
| 30D | -6.8% | +25.9% | -32.7% | -13.0% |
| 3M | -7.1% | +53.2% | -60.3% | -18.6% |
| 6M | -27.6% | +105.5% | -133.0% | -42.4% |
| YTD | -29.2% | +139.2% | -168.4% | -46.6% |
| 1Y | -29.9% | +117.4% | -147.3% | -45.8% |
| 3Y | +198.7% | +99.3% | +99.4% | +130.4% |
| 5Y | +192.9% | +333.0% | -140.1% | +71.3% |
| 10Y | +1,084.1% | +486.9% | +597.2% | +428.5% |
| All | +1,464.0% | +6,816.4% | -5,352.4% | +144.0% |
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 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