+428.4%
AXP vs DINO
+421.6%
+6.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | +0.1% |
| 7D | -0.6% | -12.9% | +12.3% | +3.6% |
| 30D | +5.0% | -18.6% | +23.5% | +11.4% |
| 3M | -4.2% | +16.6% | -20.9% | -10.1% |
| 6M | +2.9% | +38.2% | -35.2% | -9.4% |
| YTD | -11.6% | +119.3% | -130.9% | -34.8% |
| 1Y | -11.1% | +84.3% | -95.4% | -30.4% |
| 3Y | +116.7% | +107.1% | +9.6% | +57.7% |
| 5Y | +89.6% | +249.9% | -160.3% | +6.9% |
| 10Y | +428.4% | +428.8% | -0.4% | +135.0% |
| All | +428.4% | +421.6% | +6.8% | +135.0% |
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