+9,883.5%
TER vs DINO
+18,972.9%
-9,089.3%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | 0.0% | -5.4% | -5.4% |
| 7D | +14.4% | +5.7% | +8.7% | +12.8% |
| 30D | -30.6% | -19.6% | -11.0% | -26.4% |
| 3M | -39.2% | +11.8% | -51.0% | -41.1% |
| 6M | -31.3% | +49.0% | -80.2% | -38.6% |
| YTD | +29.1% | +128.1% | -99.0% | +1.3% |
| 1Y | +47.4% | +96.3% | -48.9% | +20.3% |
| 3Y | +191.2% | +113.8% | +77.4% | +127.6% |
| 5Y | +74.0% | +252.7% | -178.7% | +14.4% |
| 10Y | +1,005.1% | +451.4% | +553.7% | +476.2% |
| All | +9,883.5% | +18,972.9% | -9,089.3% | +2,399.8% |
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 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