+303.6%
DINO vs ACWI
+67.7%
+236.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +5.7% | +0.5% | +5.2% | +5.3% |
| 30D | +27.8% | +0.9% | +27.0% | +27.0% |
| 3M | +45.6% | +2.4% | +43.2% | +42.7% |
| 6M | +88.5% | +12.4% | +76.1% | +70.5% |
| YTD | +134.1% | +15.2% | +119.0% | +107.0% |
| 1Y | +111.1% | +22.7% | +88.4% | +76.5% |
| 3Y | +109.1% | +75.8% | +33.3% | +30.2% |
| All | +303.6% | +67.7% | +236.0% | +166.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 5y: compounded portfolio wealth divided by compounded ACWI 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…
5y analysis · Full analysis span regression · 6 months rolling