+7.4%
O vs DINO
+250.9%
-243.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.8% | -0.7% |
| 7D | -0.4% | +5.7% | -6.1% | -0.7% |
| 30D | +7.1% | -19.6% | +26.7% | +8.4% |
| 3M | -5.2% | +11.8% | -17.0% | -6.2% |
| 6M | -1.8% | +49.0% | -50.7% | -4.7% |
| YTD | +9.1% | +128.1% | -119.0% | +2.3% |
| 1Y | +9.7% | +96.3% | -86.6% | +3.9% |
| 3Y | +39.1% | +113.8% | -74.6% | +29.6% |
| All | +7.4% | +250.9% | -243.6% | -4.4% |
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