+6,277.0%
SO vs DINO
+18,967.3%
-12,690.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -1.5% |
| 7D | -0.9% | +5.0% | -6.0% | -1.3% |
| 30D | +4.9% | -19.9% | +24.9% | +6.7% |
| 3M | +0.8% | +16.8% | -16.0% | -0.7% |
| 6M | +0.6% | +44.8% | -44.2% | -2.8% |
| YTD | +8.7% | +128.0% | -119.4% | +0.9% |
| 1Y | +4.0% | +95.0% | -91.1% | -2.2% |
| 3Y | +50.6% | +115.4% | -64.8% | +39.1% |
| 5Y | +77.5% | +252.6% | -175.1% | +55.1% |
| 10Y | +192.0% | +451.2% | -259.3% | +136.2% |
| All | +6,277.0% | +18,967.3% | -12,690.2% | +3,670.7% |
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