+76.1%
TER vs DINO
+245.2%
-169.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | 0.0% |
| 7D | -8.9% | -12.9% | +4.0% | -5.8% |
| 30D | -39.1% | -18.6% | -20.5% | -36.3% |
| 3M | -32.8% | +16.6% | -49.4% | -35.1% |
| 6M | -31.7% | +38.2% | -69.9% | -36.7% |
| YTD | +26.9% | +119.3% | -92.4% | +2.9% |
| 1Y | +33.6% | +84.3% | -50.7% | +13.4% |
| 3Y | +181.5% | +107.1% | +74.4% | +120.2% |
| 5Y | +76.1% | +249.9% | -173.8% | +23.1% |
| All | +76.1% | +245.2% | -169.1% | +23.1% |
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