+140.1%
AMT vs DINO
+449.3%
-309.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.2% | -0.3% |
| 7D | -2.2% | +5.0% | -7.2% | -2.5% |
| 30D | +5.8% | -19.9% | +25.7% | +7.5% |
| 3M | +12.6% | +16.8% | -4.2% | +10.9% |
| 6M | +8.3% | +44.8% | -36.5% | +4.8% |
| YTD | +11.4% | +128.0% | -116.6% | +3.4% |
| 1Y | +7.7% | +95.0% | -87.3% | +1.3% |
| 3Y | +14.8% | +115.4% | -100.6% | +5.9% |
| 5Y | -18.0% | +252.6% | -270.5% | -28.9% |
| All | +140.1% | +449.3% | -309.2% | +85.5% |
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