-39.0%
U vs DINO
+479.7%
-518.8%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.9% |
| 7D | -3.8% | +5.7% | -9.5% | -4.6% |
| 30D | +17.5% | +27.8% | -10.4% | +13.5% |
| 3M | +38.7% | +45.6% | -6.9% | +31.4% |
| 6M | +104.4% | +88.5% | +16.0% | +85.7% |
| YTD | -5.7% | +134.1% | -139.8% | -17.7% |
| 1Y | +3.7% | +111.1% | -107.4% | -8.1% |
| 3Y | +12.3% | +109.1% | -96.8% | -3.6% |
| 5Y | -68.8% | +307.2% | -376.0% | -73.2% |
| All | -39.0% | +479.7% | -518.8% | -34.2% |
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