+140.9%
SLB vs DINO
+301.9%
-161.0%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.5% |
| 7D | +0.8% | +5.7% | -4.9% | -1.9% |
| 30D | +15.8% | +27.8% | -12.0% | +2.6% |
| 3M | -0.3% | +45.6% | -46.0% | -17.9% |
| 6M | +21.3% | +88.5% | -67.1% | -13.7% |
| YTD | +52.3% | +134.1% | -81.8% | -4.9% |
| 1Y | +63.6% | +111.1% | -47.5% | +7.6% |
| 3Y | +3.8% | +109.1% | -105.3% | -34.6% |
| All | +140.9% | +301.9% | -161.0% | -0.4% |
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 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