+110.6%
SPOT vs DINO
+319.5%
-208.9%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.1% | -0.2% |
| 7D | -6.9% | +1.5% | -8.3% | -7.0% |
| 30D | +4.1% | +25.9% | -21.8% | +1.0% |
| 3M | +3.7% | +53.2% | -49.5% | -2.1% |
| 6M | -1.6% | +105.5% | -107.1% | -11.6% |
| YTD | -10.2% | +139.2% | -149.4% | -21.8% |
| 1Y | -25.9% | +117.4% | -143.3% | -34.5% |
| 3Y | +235.6% | +99.3% | +136.3% | +192.7% |
| 5Y | +110.6% | +333.0% | -222.4% | +48.8% |
| All | +110.6% | +319.5% | -208.9% | +48.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling