+196.7%
W vs DINO
+261.4%
-64.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +0.2% | +5.7% | -5.5% | -1.1% |
| 30D | +6.8% | -19.6% | +26.4% | +11.9% |
| 3M | +10.7% | +11.8% | -1.1% | +6.7% |
| 6M | +86.3% | +49.0% | +37.4% | +65.8% |
| YTD | +11.5% | +128.1% | -116.7% | -13.1% |
| 1Y | +5.1% | +96.3% | -91.2% | -14.8% |
| 3Y | +171.0% | +113.8% | +57.2% | +111.1% |
| 5Y | -56.6% | +252.7% | -309.3% | -70.7% |
| 10Y | +213.4% | +451.4% | -238.0% | +82.3% |
| All | +196.7% | +261.4% | -64.7% | +88.6% |
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