-70.8%
OPEN vs DINO
+324.8%
-395.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.8% |
| 7D | -4.3% | +5.7% | -10.0% | -5.4% |
| 30D | -16.2% | +27.8% | -44.0% | -20.5% |
| 3M | -36.4% | +45.6% | -82.0% | -41.3% |
| 6M | -35.5% | +88.5% | -123.9% | -43.8% |
| YTD | -46.0% | +134.1% | -180.1% | -55.4% |
| 1Y | -47.1% | +111.1% | -158.3% | -55.4% |
| 3Y | -19.0% | +109.1% | -128.1% | -33.2% |
| 5Y | -83.6% | +307.2% | -390.8% | -86.7% |
| All | -70.8% | +324.8% | -395.6% | -72.4% |
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 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