-62.3%
W vs DINO
+328.2%
-390.5%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.3% | +0.2% |
| 7D | +5.9% | +2.0% | +3.9% | +5.3% |
| 30D | -3.0% | +27.7% | -30.7% | -9.5% |
| 3M | +40.3% | +56.3% | -15.9% | +22.8% |
| 6M | +32.2% | +107.6% | -75.3% | +3.3% |
| YTD | -0.3% | +140.2% | -140.5% | -27.4% |
| 1Y | +16.2% | +113.0% | -96.8% | -12.1% |
| 3Y | +40.7% | +100.1% | -59.3% | -0.6% |
| 5Y | -62.3% | +328.7% | -391.1% | -77.9% |
| All | -62.3% | +328.2% | -390.5% | -77.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling