+475.0%
DINO vs AEE
+191.1%
+283.8%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.2% | +0.1% |
| 7D | +2.3% | -0.8% | +3.1% | +2.6% |
| 30D | +22.6% | -2.9% | +25.6% | +23.8% |
| 3M | +55.2% | -2.4% | +57.6% | +55.9% |
| 6M | +93.8% | -2.7% | +96.5% | +94.1% |
| YTD | +139.5% | +7.3% | +132.2% | +131.3% |
| 1Y | +115.3% | +7.5% | +107.8% | +107.5% |
| 3Y | +98.8% | +46.2% | +52.6% | +68.0% |
| 5Y | +333.5% | +39.7% | +293.8% | +268.7% |
| All | +475.0% | +191.1% | +283.8% | +384.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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