+2,770.9%
AVGO vs DINO
+492.4%
+2,278.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | +1.1% | +2.3% | -1.2% | +0.7% |
| 30D | -13.0% | +22.6% | -35.6% | -16.2% |
| 3M | -6.0% | +55.2% | -61.2% | -13.6% |
| 6M | +6.4% | +93.8% | -87.4% | -6.5% |
| YTD | +5.0% | +139.5% | -134.5% | -12.0% |
| 1Y | +1.4% | +115.3% | -113.9% | -13.3% |
| 3Y | +336.8% | +98.8% | +238.0% | +269.7% |
| 5Y | +698.2% | +333.5% | +364.7% | +467.3% |
| All | +2,770.9% | +492.4% | +2,278.6% | +1,993.3% |
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