+449.2%
STX vs DINO
+250.3%
+198.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.7% |
| 7D | -17.3% | -12.9% | -4.4% | -14.7% |
| 30D | -35.9% | -18.6% | -17.4% | -33.2% |
| 3M | -37.3% | +16.6% | -53.9% | -39.3% |
| 6M | -35.8% | +38.2% | -74.0% | -40.1% |
| YTD | +82.7% | +119.3% | -36.6% | +52.7% |
| 1Y | +71.6% | +84.3% | -12.7% | +49.5% |
| 3Y | +635.3% | +107.1% | +528.1% | +491.5% |
| All | +449.2% | +250.3% | +198.9% | +335.2% |
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 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