+122.8%
NTAP vs DINO
+319.5%
-196.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | -1.0% | +1.5% | -2.4% | -1.3% |
| 30D | -7.5% | +25.9% | -33.4% | -12.2% |
| 3M | +14.6% | +53.2% | -38.6% | +3.7% |
| 6M | +91.0% | +105.5% | -14.5% | +61.7% |
| YTD | +73.7% | +139.2% | -65.6% | +41.6% |
| 1Y | +51.2% | +117.4% | -66.2% | +25.7% |
| 3Y | +146.1% | +99.3% | +46.8% | +99.5% |
| 5Y | +122.8% | +333.0% | -210.2% | +51.9% |
| All | +122.8% | +319.5% | -196.7% | +51.9% |
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