+489.2%
DINO vs ALM
+3,082.3%
-2,593.1%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.1% | +4.0% | -0.1% |
| 7D | +2.0% | +3.6% | -1.7% | +1.9% |
| 30D | +27.7% | +33.8% | -6.1% | +26.9% |
| 3M | +56.3% | +14.8% | +41.5% | +55.6% |
| 6M | +107.6% | -7.0% | +114.5% | +106.9% |
| YTD | +140.2% | +108.1% | +32.1% | +134.6% |
| 1Y | +113.0% | +313.8% | -200.8% | +104.1% |
| 3Y | +100.1% | +2,227.6% | -2,127.6% | +81.5% |
| 5Y | +328.7% | +956.6% | -627.9% | +293.2% |
| 10Y | +489.2% | +3,082.3% | -2,593.1% | +427.1% |
| All | +489.2% | +3,082.3% | -2,593.1% | +427.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALM.
Daily Out/Under-Performance
Portfolio return minus ALM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALM 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 ALM 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