+15.3%
O vs DINO
+328.2%
-312.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.5% |
| 7D | -2.3% | +2.0% | -4.2% | -2.4% |
| 30D | -2.4% | +27.7% | -30.1% | -4.1% |
| 3M | -0.6% | +56.3% | -56.9% | -3.7% |
| 6M | -5.0% | +107.6% | -112.5% | -10.1% |
| YTD | +10.4% | +140.2% | -129.8% | +3.1% |
| 1Y | +6.6% | +113.0% | -106.4% | +0.3% |
| 3Y | +28.4% | +100.1% | -71.7% | +20.3% |
| 5Y | +15.3% | +328.7% | -313.5% | -1.1% |
| All | +15.3% | +328.2% | -312.9% | -1.1% |
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 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