+370.0%
ALL vs DINO
+446.5%
-76.5%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.3% | +1.6% |
| 7D | 0.0% | +4.5% | -4.5% | -0.8% |
| 30D | +12.8% | -20.3% | +33.2% | +17.4% |
| 3M | +4.7% | +16.2% | -11.5% | +1.3% |
| 6M | +24.9% | +44.1% | -19.1% | +15.6% |
| YTD | +30.0% | +126.9% | -96.9% | +9.3% |
| 1Y | +29.9% | +94.0% | -64.1% | +12.6% |
| 3Y | +117.5% | +114.2% | +3.3% | +80.5% |
| 5Y | +161.7% | +250.8% | -89.1% | +89.3% |
| All | +370.0% | +446.5% | -76.5% | +204.2% |
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