+95.7%
QQQ vs DINO
+326.7%
-231.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | -0.6% | +2.3% | -2.9% | -0.9% |
| 30D | -1.2% | +22.6% | -23.9% | -4.0% |
| 3M | -0.2% | +55.2% | -55.4% | -6.3% |
| 6M | +17.9% | +93.8% | -75.8% | +6.8% |
| YTD | +16.6% | +139.5% | -122.9% | +1.5% |
| 1Y | +23.0% | +115.3% | -92.3% | +8.8% |
| 3Y | +92.9% | +98.8% | -5.8% | +66.3% |
| All | +95.7% | +326.7% | -231.0% | +49.8% |
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