+355.1%
AEM vs DINO
+492.4%
-137.3%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.8% | +1.9% |
| 7D | -2.1% | +2.3% | -4.4% | -2.1% |
| 30D | +8.4% | +22.6% | -14.2% | +8.6% |
| 3M | +27.3% | +55.2% | -27.9% | +27.6% |
| 6M | -9.7% | +93.8% | -103.4% | -9.5% |
| YTD | +19.0% | +139.5% | -120.6% | +18.8% |
| 1Y | +31.5% | +115.3% | -83.8% | +31.5% |
| 3Y | +338.7% | +98.8% | +239.9% | +338.3% |
| 5Y | +307.4% | +333.5% | -26.1% | +312.3% |
| All | +355.1% | +492.4% | -137.3% | +335.4% |
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