-5.3%
SYK vs DINO
+105.4%
-110.7%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -7.8% | +17.1% | +7.9% |
| 7D | +11.7% | -6.6% | +18.3% | +10.5% |
| 30D | +19.1% | -9.2% | +28.3% | +17.5% |
| 3M | +1.4% | +19.2% | -17.8% | +4.1% |
| 6M | +17.4% | +47.6% | -30.1% | +24.5% |
| YTD | -2.5% | +132.2% | -134.8% | +8.0% |
| 1Y | -5.3% | +102.0% | -107.3% | +3.9% |
| All | -5.3% | +105.4% | -110.7% | +3.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling