+117.1%
AA vs DINO
+491.7%
-374.6%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.4% | -4.4% | -4.6% |
| 7D | -5.4% | +1.5% | -6.9% | -6.0% |
| 30D | -10.7% | +25.9% | -36.6% | -20.3% |
| 3M | -26.2% | +53.2% | -79.3% | -40.7% |
| 6M | -20.9% | +105.5% | -126.4% | -45.6% |
| YTD | -8.6% | +139.2% | -147.9% | -42.7% |
| 1Y | +57.4% | +117.4% | -60.0% | +3.1% |
| 3Y | +77.8% | +99.3% | -21.5% | +18.3% |
| 5Y | +2.7% | +333.0% | -330.3% | -55.5% |
| All | +117.1% | +491.7% | -374.6% | -17.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling