+730.1%
NVT vs DINO
+137.1%
+593.0%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.3% | -2.4% |
| 7D | +7.0% | +2.0% | +5.0% | +6.4% |
| 30D | -2.3% | +27.7% | -30.0% | -9.7% |
| 3M | -3.1% | +56.3% | -59.4% | -16.6% |
| 6M | +47.0% | +107.6% | -60.5% | +14.4% |
| YTD | +56.2% | +140.2% | -84.0% | +14.4% |
| 1Y | +74.5% | +113.0% | -38.4% | +32.6% |
| 3Y | +184.0% | +100.1% | +84.0% | +113.3% |
| 5Y | +410.8% | +328.7% | +82.0% | +176.5% |
| All | +730.1% | +137.1% | +593.0% | +384.1% |
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