+364.8%
ALL vs DINO
+490.1%
-125.3%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | -2.2% | +2.0% | -4.2% | -2.6% |
| 30D | -5.6% | +27.7% | -33.3% | -9.8% |
| 3M | +17.2% | +56.3% | -39.0% | +7.6% |
| 6M | +23.2% | +107.6% | -84.3% | +6.8% |
| YTD | +23.6% | +140.2% | -116.6% | +3.7% |
| 1Y | +29.2% | +113.0% | -83.8% | +10.7% |
| 3Y | +153.8% | +100.1% | +53.8% | +115.4% |
| 5Y | +116.1% | +328.7% | -212.7% | +51.8% |
| 10Y | +364.8% | +489.2% | -124.4% | +203.3% |
| All | +364.8% | +490.1% | -125.3% | +203.3% |
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