+2,926.4%
V vs DINO
+965.8%
+1,960.7%
-51.9%
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% | -0.8% |
| 7D | -1.7% | +5.7% | -7.4% | -2.9% |
| 30D | +2.0% | +27.8% | -25.9% | -3.5% |
| 3M | +17.4% | +45.6% | -28.3% | +7.6% |
| 6M | +17.5% | +88.5% | -71.0% | +1.2% |
| YTD | +7.6% | +134.1% | -126.5% | -12.2% |
| 1Y | +7.7% | +111.1% | -103.4% | -10.3% |
| 3Y | +54.7% | +109.1% | -54.4% | +25.7% |
| 5Y | +73.0% | +307.2% | -234.1% | +15.9% |
| 10Y | +390.9% | +495.9% | -105.1% | +168.1% |
| All | +2,926.4% | +965.8% | +1,960.7% | +989.0% |
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