+59.6%
TXN vs DINO
+326.7%
-267.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.1% | +3.7% | +3.8% |
| 7D | +4.0% | +2.3% | +1.7% | +3.5% |
| 30D | -2.9% | +22.6% | -25.5% | -6.5% |
| 3M | -9.1% | +55.2% | -64.3% | -16.5% |
| 6M | +36.6% | +93.8% | -57.1% | +19.4% |
| YTD | +57.5% | +139.5% | -82.0% | +30.7% |
| 1Y | +49.5% | +115.3% | -65.8% | +26.6% |
| 3Y | +76.5% | +98.8% | -22.2% | +44.1% |
| All | +59.6% | +326.7% | -267.1% | +13.5% |
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 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