+3,094.0%
SPY vs DINO
+17,765.6%
-14,671.5%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.3% |
| 7D | +0.1% | +5.7% | -5.6% | -0.9% |
| 30D | +0.1% | +27.8% | -27.8% | -4.2% |
| 3M | +2.0% | +45.6% | -43.6% | -4.9% |
| 6M | +13.0% | +88.5% | -75.4% | +0.2% |
| YTD | +13.5% | +134.1% | -120.6% | -3.5% |
| 1Y | +20.0% | +111.1% | -91.1% | +3.7% |
| 3Y | +77.2% | +109.1% | -31.9% | +50.6% |
| 5Y | +81.9% | +307.2% | -225.3% | +33.6% |
| 10Y | +314.1% | +495.9% | -181.9% | +161.6% |
| All | +3,094.0% | +17,765.6% | -14,671.5% | +1,110.2% |
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 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