+291.6%
C vs DINO
+491.0%
-199.4%
-56.5%
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 | +3.2% | +4.2% | -1.0% | +1.7% |
| 30D | +1.3% | +33.9% | -32.6% | -8.8% |
| 3M | +3.1% | +50.5% | -47.4% | -11.6% |
| 6M | +29.6% | +95.2% | -65.5% | -0.1% |
| YTD | +19.0% | +140.6% | -121.6% | -15.9% |
| 1Y | +45.6% | +119.0% | -73.3% | +6.0% |
| 3Y | +269.3% | +100.4% | +168.9% | +169.4% |
| 5Y | +131.6% | +324.6% | -193.0% | +18.0% |
| All | +291.6% | +491.0% | -199.4% | +68.7% |
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