+277.2%
TER vs DINO
+106.4%
+170.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.8% | +1.5% | +3.6% |
| 7D | +11.0% | +4.2% | +6.8% | +10.0% |
| 30D | -1.9% | +33.9% | -35.7% | -8.1% |
| 3M | -0.7% | +50.5% | -51.2% | -9.5% |
| 6M | +36.4% | +95.2% | -58.8% | +14.3% |
| YTD | +92.4% | +140.6% | -48.1% | +49.2% |
| 1Y | +213.5% | +119.0% | +94.6% | +150.2% |
| 3Y | +277.2% | +100.4% | +176.9% | +171.7% |
| All | +277.2% | +106.4% | +170.8% | +171.7% |
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