+3,297.7%
V vs DINO
+938.2%
+2,359.6%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.0% | -4.6% | -1.5% |
| 7D | -0.4% | +5.0% | -5.4% | -1.4% |
| 30D | +6.3% | -19.9% | +26.2% | +11.1% |
| 3M | +17.2% | +16.8% | +0.4% | +12.5% |
| 6M | +29.2% | +44.8% | -15.6% | +17.8% |
| YTD | +20.8% | +128.0% | -107.3% | -1.4% |
| 1Y | +25.0% | +95.0% | -70.0% | +5.5% |
| 3Y | +75.3% | +115.4% | -40.1% | +41.0% |
| 5Y | +105.8% | +252.6% | -146.7% | +42.0% |
| 10Y | +451.9% | +451.2% | +0.6% | +207.2% |
| All | +3,297.7% | +938.2% | +2,359.6% | +1,122.4% |
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