+550.6%
ROKU vs DINO
+309.8%
+240.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | -3.0% | +2.0% | -5.0% | -3.4% |
| 30D | +0.7% | +27.7% | -27.0% | -3.8% |
| 3M | +26.5% | +56.3% | -29.8% | +16.1% |
| 6M | +52.6% | +107.6% | -54.9% | +32.1% |
| YTD | +40.9% | +140.2% | -99.2% | +17.9% |
| 1Y | +57.6% | +113.0% | -55.3% | +34.8% |
| 3Y | +83.2% | +100.1% | -16.9% | +54.4% |
| 5Y | -54.8% | +328.7% | -383.6% | -65.7% |
| All | +550.6% | +309.8% | +240.8% | +698.9% |
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