+207.0%
C vs DINO
+449.5%
-242.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | -0.1% | -0.1% |
| 7D | +4.2% | +5.7% | -1.5% | +2.2% |
| 30D | +2.0% | -19.6% | +21.5% | +9.4% |
| 3M | -10.1% | +11.8% | -21.9% | -14.7% |
| 6M | +1.0% | +49.0% | -48.0% | -14.4% |
| YTD | +8.5% | +128.1% | -119.6% | -23.2% |
| 1Y | +25.7% | +96.3% | -70.6% | -5.9% |
| 3Y | +216.0% | +113.8% | +102.2% | +121.5% |
| 5Y | +112.3% | +252.7% | -140.4% | +14.4% |
| All | +207.0% | +449.5% | -242.5% | +32.5% |
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