+30.6%
ORCL vs DINO
+245.4%
-214.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +0.9% |
| 7D | -11.2% | -15.5% | +4.3% | -9.4% |
| 30D | -18.8% | -16.0% | -2.9% | -17.4% |
| 3M | -18.8% | +17.9% | -36.7% | -20.6% |
| 6M | -39.7% | +38.5% | -78.3% | -42.4% |
| YTD | -39.6% | +115.8% | -155.5% | -45.7% |
| 1Y | -51.7% | +87.1% | -138.9% | -55.8% |
| 3Y | +10.2% | +96.5% | -86.3% | -3.7% |
| All | +30.6% | +245.4% | -214.8% | +7.7% |
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