+18.4%
U vs DINO
+105.4%
-87.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -7.8% | +12.6% | +4.1% |
| 7D | +7.5% | -6.6% | +14.1% | +6.8% |
| 30D | -7.0% | -9.2% | +2.2% | -7.7% |
| 3M | +20.6% | +19.2% | +1.3% | +23.3% |
| 6M | +53.2% | +47.6% | +5.6% | +61.3% |
| YTD | -3.9% | +132.2% | -136.1% | +8.4% |
| 1Y | +18.4% | +102.0% | -83.6% | +32.9% |
| All | +18.4% | +105.4% | -87.0% | +32.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling