-25.1%
TGT vs DINO
+326.7%
-351.8%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | 0.0% |
| 7D | -5.2% | +2.3% | -7.5% | -5.6% |
| 30D | +1.2% | +22.6% | -21.5% | -2.3% |
| 3M | +18.4% | +55.2% | -36.8% | +9.4% |
| 6M | +33.4% | +93.8% | -60.3% | +17.7% |
| YTD | +63.8% | +139.5% | -75.7% | +38.0% |
| 1Y | +77.2% | +115.3% | -38.1% | +52.1% |
| 3Y | +41.8% | +98.8% | -57.0% | +18.1% |
| All | -25.1% | +326.7% | -351.8% | -41.9% |
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