+575.8%
SPMO vs DINO
+210.8%
+365.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | 0.0% | -0.1% |
| 7D | +2.7% | +2.0% | +0.7% | +2.4% |
| 30D | +1.1% | +27.7% | -26.6% | -2.4% |
| 3M | +2.0% | +56.3% | -54.2% | -4.5% |
| 6M | +26.5% | +107.6% | -81.0% | +13.3% |
| YTD | +26.5% | +140.2% | -113.7% | +10.4% |
| 1Y | +27.9% | +113.0% | -85.0% | +13.5% |
| 3Y | +160.4% | +100.1% | +60.3% | +128.6% |
| 5Y | +151.5% | +328.7% | -177.2% | +96.2% |
| 10Y | +526.3% | +489.2% | +37.2% | +378.2% |
| All | +575.8% | +210.8% | +365.0% | +423.7% |
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