+5,976.4%
SO vs DINO
+19,474.2%
-13,497.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.7% |
| 7D | -0.2% | +5.7% | -5.9% | -0.6% |
| 30D | -4.6% | +27.8% | -32.4% | -6.5% |
| 3M | -3.0% | +45.6% | -48.7% | -6.1% |
| 6M | -8.3% | +88.5% | -96.7% | -13.1% |
| YTD | +3.5% | +134.1% | -130.6% | -3.9% |
| 1Y | -0.9% | +111.1% | -112.0% | -7.3% |
| 3Y | +45.4% | +109.1% | -63.8% | +34.7% |
| 5Y | +59.6% | +307.2% | -247.6% | +37.9% |
| 10Y | +156.6% | +495.9% | -339.3% | +106.3% |
| All | +5,976.4% | +19,474.2% | -13,497.9% | +3,491.4% |
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 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