+174.0%
DINO vs ALC
+30.4%
+143.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.2% | -3.2% | -1.0% |
| 7D | +5.7% | -1.1% | +6.8% | +6.0% |
| 30D | -19.6% | +16.0% | -35.6% | -23.8% |
| 3M | +11.8% | +0.8% | +11.0% | +10.9% |
| 6M | +49.0% | +16.8% | +32.1% | +39.5% |
| YTD | +128.1% | -5.5% | +133.6% | +128.0% |
| 1Y | +96.3% | -5.3% | +101.5% | +95.7% |
| 3Y | +113.8% | +4.1% | +109.7% | +97.3% |
| 5Y | +252.7% | -7.1% | +259.7% | +235.0% |
| All | +174.0% | +30.4% | +143.6% | +102.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 ALC 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