-53.1%
TEAM vs DINO
+328.2%
-381.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.8% |
| 7D | -4.7% | +2.0% | -6.6% | -5.1% |
| 30D | +17.0% | +27.7% | -10.6% | +10.8% |
| 3M | +85.9% | +56.3% | +29.6% | +67.1% |
| 6M | +116.7% | +107.6% | +9.1% | +83.1% |
| YTD | +9.6% | +140.2% | -130.6% | -11.3% |
| 1Y | -2.5% | +113.0% | -115.5% | -19.0% |
| 3Y | -14.0% | +100.1% | -114.0% | -30.5% |
| 5Y | -53.1% | +328.7% | -381.8% | -63.5% |
| All | -53.1% | +328.2% | -381.3% | -63.5% |
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