+8,534.1%
SHOP vs DINO
+253.0%
+8,281.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.6% | -1.8% |
| 7D | +2.1% | +5.0% | -2.9% | +1.3% |
| 30D | -16.8% | -19.9% | +3.1% | -14.1% |
| 3M | -2.4% | +16.8% | -19.2% | -5.7% |
| 6M | +47.0% | +44.8% | +2.2% | +36.2% |
| YTD | -8.8% | +128.0% | -136.9% | -23.2% |
| 1Y | -6.3% | +95.0% | -101.3% | -18.8% |
| 3Y | +139.3% | +115.4% | +23.9% | +99.2% |
| 5Y | -12.1% | +252.6% | -264.7% | -33.6% |
| 10Y | +3,601.0% | +451.2% | +3,149.7% | +2,251.1% |
| All | +8,534.1% | +253.0% | +8,281.1% | +6,852.2% |
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