+1,591.4%
AMAT vs DINO
+490.7%
+1,100.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.7% | +5.0% | +4.5% |
| 7D | -1.5% | +5.7% | -7.2% | -3.0% |
| 30D | -14.8% | +27.8% | -42.6% | -20.3% |
| 3M | -9.3% | +45.6% | -54.9% | -18.3% |
| 6M | +27.4% | +88.5% | -61.1% | +6.2% |
| YTD | +77.6% | +134.1% | -56.5% | +38.2% |
| 1Y | +188.9% | +111.1% | +77.8% | +130.9% |
| 3Y | +202.3% | +109.1% | +93.2% | +135.4% |
| 5Y | +248.9% | +307.2% | -58.3% | +118.1% |
| All | +1,591.4% | +490.7% | +1,100.7% | +925.0% |
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