+46.6%
NSC vs DINO
+301.9%
-255.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.6% |
| 7D | -5.5% | +5.7% | -11.2% | -6.4% |
| 30D | -3.2% | +27.8% | -31.0% | -7.3% |
| 3M | +7.7% | +45.6% | -38.0% | +0.4% |
| 6M | +4.5% | +88.5% | -83.9% | -7.5% |
| YTD | +15.6% | +134.1% | -118.5% | -2.5% |
| 1Y | +19.8% | +111.1% | -91.3% | +3.0% |
| 3Y | +70.1% | +109.1% | -39.0% | +40.8% |
| All | +46.6% | +301.9% | -255.4% | +12.8% |
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 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