+134.1%
BP vs DINO
+492.4%
-358.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | +5.2% | +2.3% | +2.9% | +4.3% |
| 30D | +8.7% | +22.6% | -13.9% | +0.4% |
| 3M | +9.3% | +55.2% | -45.9% | -8.1% |
| 6M | +13.6% | +93.8% | -80.2% | -12.6% |
| YTD | +37.7% | +139.5% | -101.8% | -3.2% |
| 1Y | +40.6% | +115.3% | -74.7% | +2.8% |
| 3Y | +40.3% | +98.8% | -58.4% | +2.3% |
| 5Y | +141.4% | +333.5% | -192.1% | +26.0% |
| All | +134.1% | +492.4% | -358.2% | +10.6% |
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