+1,670.8%
ASML vs DINO
+490.7%
+1,180.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.7% | +4.9% | +4.3% |
| 7D | +1.1% | +5.7% | -4.6% | 0.0% |
| 30D | +2.2% | +27.8% | -25.6% | -2.5% |
| 3M | -2.3% | +45.6% | -47.9% | -9.4% |
| 6M | +23.0% | +88.5% | -65.5% | +7.7% |
| YTD | +61.1% | +134.1% | -73.1% | +33.9% |
| 1Y | +129.1% | +111.1% | +18.0% | +94.4% |
| 3Y | +165.4% | +109.1% | +56.3% | +120.6% |
| 5Y | +109.5% | +307.2% | -197.7% | +49.8% |
| All | +1,670.8% | +490.7% | +1,180.2% | +1,150.0% |
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