+499.9%
ABBV vs DINO
+491.7%
+8.2%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.7% |
| 7D | -2.0% | +1.5% | -3.5% | -2.2% |
| 30D | +2.0% | +25.9% | -24.0% | -0.9% |
| 3M | +14.2% | +53.2% | -39.0% | +8.1% |
| 6M | +14.1% | +105.5% | -91.4% | +3.9% |
| YTD | +14.2% | +139.2% | -125.0% | +1.7% |
| 1Y | +24.2% | +117.4% | -93.2% | +11.7% |
| 3Y | +89.8% | +99.3% | -9.5% | +70.0% |
| 5Y | +187.2% | +333.0% | -145.8% | +124.7% |
| All | +499.9% | +491.7% | +8.2% | +312.0% |
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 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