+78.2%
BA vs DINO
+491.0%
-412.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.8% | -3.5% | -1.7% |
| 7D | +2.5% | +4.2% | -1.7% | +1.0% |
| 30D | -10.1% | +33.9% | -44.0% | -18.9% |
| 3M | -2.4% | +50.5% | -53.0% | -16.4% |
| 6M | -8.8% | +95.2% | -104.0% | -30.0% |
| YTD | -2.9% | +140.6% | -143.5% | -31.7% |
| 1Y | -8.8% | +119.0% | -127.7% | -33.9% |
| 3Y | -0.3% | +100.4% | -100.6% | -28.0% |
| 5Y | -0.3% | +324.6% | -324.9% | -50.5% |
| All | +78.2% | +491.0% | -412.8% | -21.4% |
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