-6.3%
NVTS vs DINO
+245.7%
-252.0%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.8% | -1.1% | +0.7% |
| 7D | +9.7% | +4.2% | +5.5% | +8.1% |
| 30D | -13.6% | +33.9% | -47.5% | -22.7% |
| 3M | -51.0% | +50.5% | -101.5% | -58.4% |
| 6M | +46.3% | +95.2% | -48.8% | +11.8% |
| YTD | +68.1% | +140.6% | -72.5% | +18.0% |
| 1Y | +113.9% | +119.0% | -5.1% | +55.0% |
| 3Y | +45.3% | +100.4% | -55.1% | +1.4% |
| All | -6.3% | +245.7% | -252.0% | -45.7% |
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