+234.1%
TER vs DINO
+115.5%
+118.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.2% | +3.3% | +3.1% |
| 7D | +12.4% | +2.0% | +10.4% | +12.4% |
| 30D | +5.1% | +27.7% | -22.5% | +5.5% |
| 3M | +4.0% | +56.3% | -52.3% | +5.7% |
| 6M | +29.5% | +107.6% | -78.0% | +27.4% |
| YTD | +98.5% | +140.2% | -41.7% | +80.8% |
| 1Y | +234.1% | +113.0% | +121.1% | +220.5% |
| All | +234.1% | +115.5% | +118.6% | +220.5% |
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 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