+256.1%
TPR vs DINO
+245.4%
+10.8%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.9% |
| 7D | +14.2% | -15.5% | +29.7% | +16.9% |
| 30D | +17.1% | -16.0% | +33.0% | +19.7% |
| 3M | -17.7% | +17.9% | -35.6% | -20.8% |
| 6M | -10.2% | +38.5% | -48.7% | -16.5% |
| YTD | +4.9% | +115.8% | -110.9% | -12.7% |
| 1Y | +36.1% | +87.1% | -51.0% | +17.1% |
| 3Y | +416.5% | +96.5% | +320.0% | +322.0% |
| All | +256.1% | +245.4% | +10.8% | +158.3% |
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 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