+8,434.7%
SHOP vs DINO
+262.4%
+8,172.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.4% |
| 7D | -5.1% | +5.7% | -10.8% | -6.0% |
| 30D | +0.6% | +27.8% | -27.2% | -3.6% |
| 3M | +25.0% | +45.6% | -20.6% | +16.6% |
| 6M | +11.9% | +88.5% | -76.6% | -1.0% |
| YTD | -9.9% | +134.1% | -144.0% | -24.0% |
| 1Y | 0.0% | +111.1% | -111.2% | -14.2% |
| 3Y | +117.5% | +109.1% | +8.4% | +83.0% |
| 5Y | -6.6% | +307.2% | -313.8% | -30.7% |
| 10Y | +3,320.3% | +495.9% | +2,824.4% | +2,025.4% |
| All | +8,434.7% | +262.4% | +8,172.3% | +6,786.3% |
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