+1,580.6%
ASML vs DINO
+447.4%
+1,133.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.0% | -1.2% | +1.2% |
| 7D | +2.5% | -2.7% | +5.3% | +3.2% |
| 30D | -12.2% | -17.2% | +5.0% | -9.2% |
| 3M | -14.6% | +18.9% | -33.5% | -17.8% |
| 6M | -1.7% | +40.6% | -42.3% | -8.8% |
| YTD | +44.3% | +125.9% | -81.6% | +19.8% |
| 1Y | +51.0% | +90.9% | -39.9% | +29.9% |
| 3Y | +137.6% | +113.4% | +24.2% | +95.5% |
| 5Y | +92.7% | +258.3% | -165.6% | +39.8% |
| 10Y | +1,580.6% | +446.1% | +1,134.4% | +1,039.6% |
| All | +1,580.6% | +447.4% | +1,133.2% | +1,039.6% |
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