+27.5%
SYY vs DINO
+97.4%
-69.9%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +0.9% |
| 7D | +1.5% | +1.5% | 0.0% | +1.4% |
| 30D | -2.3% | +25.9% | -28.2% | -3.9% |
| 3M | +5.5% | +53.2% | -47.7% | +2.0% |
| 6M | -1.0% | +105.5% | -106.4% | -7.3% |
| YTD | +14.1% | +139.2% | -125.1% | +4.6% |
| 1Y | +5.6% | +117.4% | -111.8% | -2.3% |
| All | +27.5% | +97.4% | -69.9% | +15.7% |
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