+11.9%
U vs DINO
+98.1%
-86.3%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.5% |
| 7D | +4.4% | +2.0% | +2.4% | +4.0% |
| 30D | -1.3% | +27.7% | -29.0% | -6.1% |
| 3M | +49.6% | +56.3% | -6.7% | +35.8% |
| 6M | +100.2% | +107.6% | -7.4% | +68.7% |
| YTD | -3.7% | +140.2% | -143.9% | -23.8% |
| 1Y | -6.5% | +113.0% | -119.5% | -23.2% |
| All | +11.9% | +98.1% | -86.3% | -23.7% |
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