+157.1%
SPMO vs DINO
+97.6%
+59.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | -0.9% | +2.3% | -3.2% | -1.2% |
| 30D | -1.9% | +22.6% | -24.6% | -4.5% |
| 3M | -1.4% | +55.2% | -56.6% | -7.1% |
| 6M | +25.5% | +93.8% | -68.3% | +13.8% |
| YTD | +24.8% | +139.5% | -114.7% | +8.1% |
| 1Y | +24.5% | +115.3% | -90.8% | +9.9% |
| 3Y | +157.1% | +98.8% | +58.3% | +111.2% |
| All | +157.1% | +97.6% | +59.5% | +111.2% |
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