+211.9%
B vs DINO
+490.1%
-278.2%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.1% |
| 7D | +1.0% | +2.0% | -0.9% | +1.0% |
| 30D | +9.5% | +27.7% | -18.2% | +9.1% |
| 3M | +14.3% | +56.3% | -42.0% | +13.4% |
| 6M | -1.9% | +107.6% | -109.4% | -3.5% |
| YTD | +4.1% | +140.2% | -136.1% | +1.8% |
| 1Y | +56.1% | +113.0% | -56.9% | +53.2% |
| 3Y | +202.0% | +100.1% | +101.9% | +194.9% |
| 5Y | +158.8% | +328.7% | -169.9% | +152.6% |
| 10Y | +211.9% | +489.2% | -277.3% | +186.7% |
| All | +211.9% | +490.1% | -278.2% | +186.7% |
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