+244.3%
DIA vs DINO
+491.7%
-247.5%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.6% |
| 7D | -3.0% | +1.5% | -4.5% | -3.3% |
| 30D | -3.0% | +25.9% | -28.9% | -7.0% |
| 3M | +4.5% | +53.2% | -48.7% | -3.6% |
| 6M | +9.8% | +105.5% | -95.7% | -4.6% |
| YTD | +9.3% | +139.2% | -129.9% | -8.2% |
| 1Y | +16.0% | +117.4% | -101.4% | -1.0% |
| 3Y | +57.7% | +99.3% | -41.6% | +34.0% |
| 5Y | +63.8% | +333.0% | -269.2% | +15.4% |
| All | +244.3% | +491.7% | -247.5% | +124.9% |
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