+7,443.4%
QLD vs DINO
+946.7%
+6,496.7%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.6% | +3.1% | +2.8% |
| 7D | -10.3% | -15.5% | +5.2% | -4.3% |
| 30D | -26.1% | -16.0% | -10.1% | -21.4% |
| 3M | -17.8% | +17.9% | -35.7% | -23.9% |
| 6M | -15.6% | +38.5% | -54.1% | -27.3% |
| YTD | +5.4% | +115.8% | -110.5% | -25.7% |
| 1Y | +5.2% | +87.1% | -81.9% | -21.6% |
| 3Y | +139.4% | +96.5% | +42.9% | +69.6% |
| 5Y | +66.7% | +249.9% | -183.2% | -11.8% |
| 10Y | +1,422.1% | +472.9% | +949.2% | +432.6% |
| All | +7,443.4% | +946.7% | +6,496.7% | +1,315.9% |
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 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