+6,432.7%
TRV vs DINO
+19,981.2%
-13,548.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.4% |
| 7D | +0.2% | +2.0% | -1.8% | -0.1% |
| 30D | -2.3% | +27.7% | -30.0% | -6.2% |
| 3M | +22.7% | +56.3% | -33.6% | +13.8% |
| 6M | +21.9% | +107.6% | -85.6% | +7.6% |
| YTD | +27.5% | +140.2% | -112.7% | +9.5% |
| 1Y | +36.2% | +113.0% | -76.7% | +19.1% |
| 3Y | +140.6% | +100.1% | +40.5% | +108.7% |
| 5Y | +154.5% | +328.7% | -174.2% | +90.3% |
| 10Y | +295.4% | +489.2% | -193.7% | +162.5% |
| All | +6,432.7% | +19,981.2% | -13,548.5% | +2,771.5% |
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