+1,315.3%
AMAT vs DINO
+503.4%
+811.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +2.7% | +8.7% | +10.7% |
| 7D | -1.1% | -10.7% | +9.6% | +2.1% |
| 30D | -26.9% | -17.8% | -9.2% | -23.2% |
| 3M | -31.2% | +23.3% | -54.5% | -35.4% |
| 6M | -14.7% | +39.6% | -54.3% | -22.9% |
| YTD | +44.7% | +121.6% | -76.9% | +13.0% |
| 1Y | +62.0% | +88.2% | -26.3% | +32.4% |
| 3Y | +165.0% | +114.4% | +50.5% | +103.0% |
| 5Y | +147.1% | +248.7% | -101.6% | +58.7% |
| 10Y | +1,315.3% | +430.9% | +884.4% | +742.9% |
| All | +1,315.3% | +503.4% | +811.9% | +742.9% |
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