+3,947.2%
YUM vs DINO
+16,738.1%
-12,790.9%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.1% |
| 7D | -6.1% | +2.3% | -8.4% | -6.3% |
| 30D | -5.8% | +22.6% | -28.5% | -8.4% |
| 3M | -7.6% | +55.2% | -62.9% | -13.2% |
| 6M | -9.1% | +93.8% | -102.9% | -17.5% |
| YTD | -5.5% | +139.5% | -145.0% | -17.0% |
| 1Y | -3.7% | +115.3% | -119.0% | -14.3% |
| 3Y | +17.8% | +98.8% | -81.0% | +4.2% |
| 5Y | +19.3% | +333.5% | -314.2% | -8.1% |
| 10Y | +170.7% | +487.5% | -316.8% | +85.0% |
| All | +3,947.2% | +16,738.1% | -12,790.9% | +1,699.0% |
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