+39.1%
O vs DINO
+115.3%
-76.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.8% | -0.7% |
| 7D | -0.4% | +5.7% | -6.1% | -0.5% |
| 30D | +7.1% | -19.6% | +26.7% | +7.8% |
| 3M | -5.2% | +11.8% | -17.0% | -5.9% |
| 6M | -1.8% | +49.0% | -50.7% | -3.7% |
| YTD | +9.1% | +128.1% | -119.0% | +4.2% |
| 1Y | +9.7% | +96.3% | -86.6% | +5.6% |
| 3Y | +39.1% | +113.8% | -74.6% | +28.6% |
| All | +39.1% | +115.3% | -76.1% | +28.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling