+77.3%
SPY vs DINO
+98.5%
-21.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.8% | -3.3% | -0.9% |
| 7D | +0.5% | +4.2% | -3.6% | 0.0% |
| 30D | -0.9% | +33.9% | -34.8% | -4.6% |
| 3M | +3.9% | +50.5% | -46.7% | -1.8% |
| 6M | +14.5% | +95.2% | -80.6% | +3.6% |
| YTD | +12.9% | +140.6% | -127.6% | -2.3% |
| 1Y | +19.4% | +119.0% | -99.6% | +4.9% |
| All | +77.3% | +98.5% | -21.2% | +45.3% |
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