-83.6%
OPEN vs DINO
+313.0%
-396.6%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.8% | -5.3% | -3.5% |
| 7D | +1.0% | +4.2% | -3.2% | -0.4% |
| 30D | -11.9% | +33.9% | -45.8% | -20.5% |
| 3M | -28.8% | +50.5% | -79.3% | -38.5% |
| 6M | -38.6% | +95.2% | -133.8% | -52.2% |
| YTD | -47.3% | +140.6% | -187.9% | -62.6% |
| 1Y | -49.2% | +119.0% | -168.1% | -62.6% |
| 3Y | -18.8% | +100.4% | -119.2% | -40.3% |
| 5Y | -83.6% | +324.6% | -408.2% | -89.9% |
| All | -83.6% | +313.0% | -396.6% | -89.9% |
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