+14,183.4%
TER vs DINO
+19,474.2%
-5,290.8%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.7% | +6.2% | +5.7% |
| 7D | +0.6% | +5.7% | -5.1% | -0.9% |
| 30D | -8.3% | +27.8% | -36.1% | -14.2% |
| 3M | -12.2% | +45.6% | -57.8% | -20.9% |
| 6M | +17.1% | +88.5% | -71.4% | -2.9% |
| YTD | +84.7% | +134.1% | -49.4% | +44.0% |
| 1Y | +199.9% | +111.1% | +88.8% | +139.9% |
| 3Y | +232.8% | +109.1% | +123.7% | +161.1% |
| 5Y | +198.6% | +307.2% | -108.6% | +88.3% |
| 10Y | +1,669.7% | +495.9% | +1,173.8% | +797.1% |
| All | +14,183.4% | +19,474.2% | -5,290.8% | +3,454.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling