+74.8%
QCOM vs DINO
+106.4%
-31.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.8% | +0.4% | +2.4% |
| 7D | +5.1% | +4.2% | +0.9% | +3.9% |
| 30D | +4.3% | +33.9% | -29.6% | -3.9% |
| 3M | -19.6% | +50.5% | -70.2% | -28.8% |
| 6M | +29.5% | +95.2% | -65.7% | +5.9% |
| YTD | +3.4% | +140.6% | -137.2% | -21.8% |
| 1Y | +10.9% | +119.0% | -108.1% | -13.6% |
| 3Y | +74.8% | +100.4% | -25.6% | +26.3% |
| All | +74.8% | +106.4% | -31.7% | +26.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling