+19.6%
TMO vs DINO
+97.6%
-78.0%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.1% |
| 7D | -0.6% | +2.3% | -3.0% | -0.8% |
| 30D | +1.1% | +22.6% | -21.5% | -0.6% |
| 3M | +28.3% | +55.2% | -26.9% | +22.8% |
| 6M | +23.3% | +93.8% | -70.5% | +14.1% |
| YTD | +5.5% | +139.5% | -134.1% | -6.5% |
| 1Y | +24.5% | +115.3% | -90.8% | +12.4% |
| 3Y | +19.6% | +98.8% | -79.2% | -3.0% |
| All | +19.6% | +97.6% | -78.0% | -3.0% |
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