+43.2%
TER vs DINO
+105.4%
-62.2%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -7.8% | +0.9% | -6.9% |
| 7D | -19.9% | -6.6% | -13.3% | -19.9% |
| 30D | -43.5% | -9.2% | -34.3% | -43.6% |
| 3M | -37.8% | +19.2% | -57.0% | -36.6% |
| 6M | -25.6% | +47.6% | -73.1% | -21.8% |
| YTD | +29.8% | +132.2% | -102.4% | +29.0% |
| 1Y | +43.2% | +102.0% | -58.8% | +42.8% |
| All | +43.2% | +105.4% | -62.2% | +42.8% |
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