+4,404.4%
DELL vs DINO
+492.4%
+3,912.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.1% | +11.9% | +11.9% |
| 7D | +8.2% | +2.3% | +5.9% | +7.6% |
| 30D | +17.1% | +22.6% | -5.6% | +11.3% |
| 3M | +45.2% | +55.2% | -10.1% | +29.6% |
| 6M | +286.8% | +93.8% | +193.0% | +225.7% |
| YTD | +354.8% | +139.5% | +215.3% | +260.9% |
| 1Y | +358.3% | +115.3% | +242.9% | +272.5% |
| 3Y | +724.9% | +98.8% | +626.1% | +565.7% |
| 5Y | +1,193.7% | +333.5% | +860.2% | +757.9% |
| All | +4,404.4% | +492.4% | +3,912.0% | +2,950.3% |
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