+163.4%
DINO vs ALC
+30.3%
+133.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.4% | -0.5% |
| 7D | -12.9% | +2.3% | -15.2% | -13.7% |
| 30D | -18.6% | +15.5% | -34.1% | -22.7% |
| 3M | +16.6% | +0.6% | +16.0% | +15.7% |
| 6M | +38.2% | +18.4% | +19.8% | +28.8% |
| YTD | +119.3% | -5.6% | +124.9% | +119.4% |
| 1Y | +84.3% | 0.0% | +84.2% | +79.7% |
| 3Y | +107.1% | +2.8% | +104.3% | +92.3% |
| 5Y | +249.9% | -8.8% | +258.7% | +236.4% |
| All | +163.4% | +30.3% | +133.2% | +94.4% |
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