+82.6%
SMR vs DINO
+98.1%
-15.5%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.2% | -3.2% | -3.3% |
| 7D | +13.1% | +2.0% | +11.1% | +12.4% |
| 30D | +17.8% | +27.7% | -9.9% | +7.3% |
| 3M | +8.1% | +56.3% | -48.2% | -10.3% |
| 6M | -11.1% | +107.6% | -118.7% | -37.5% |
| YTD | -23.7% | +140.2% | -163.9% | -51.3% |
| 1Y | -69.4% | +113.0% | -182.4% | -79.3% |
| All | +82.6% | +98.1% | -15.5% | -2.8% |
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