+60.7%
SE vs DINO
+113.2%
-52.5%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +3.0% | -6.7% | -3.8% |
| 7D | -7.7% | -2.7% | -5.0% | -7.6% |
| 30D | -22.8% | -17.2% | -5.6% | -22.1% |
| 3M | -43.7% | +18.9% | -62.7% | -44.9% |
| 6M | -12.8% | +40.6% | -53.4% | -16.3% |
| YTD | -42.0% | +125.9% | -167.9% | -49.9% |
| 1Y | -48.0% | +90.9% | -138.9% | -53.1% |
| All | +60.7% | +113.2% | -52.5% | +27.4% |
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