+5.2%
XYZ vs DINO
+115.5%
-110.3%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.9% |
| 7D | -3.7% | +2.0% | -5.7% | -3.6% |
| 30D | +0.5% | +27.7% | -27.1% | +2.0% |
| 3M | +16.3% | +56.3% | -40.0% | +20.6% |
| 6M | +21.1% | +107.6% | -86.4% | +29.3% |
| YTD | +22.0% | +140.2% | -118.2% | +30.1% |
| 1Y | +5.2% | +113.0% | -107.8% | +11.3% |
| All | +5.2% | +115.5% | -110.3% | +11.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling