+432.4%
DINO vs AR
+57.4%
+375.0%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | 0.0% | 0.0% |
| 7D | +5.7% | +7.4% | -1.7% | +3.5% |
| 30D | -19.6% | +5.8% | -25.3% | -20.9% |
| 3M | +11.8% | +5.2% | +6.6% | +9.9% |
| 6M | +49.0% | +5.4% | +43.5% | +45.9% |
| YTD | +128.1% | +12.4% | +115.7% | +118.2% |
| 1Y | +96.3% | +12.8% | +83.5% | +87.3% |
| 3Y | +113.8% | +47.2% | +66.6% | +83.2% |
| 5Y | +252.7% | +101.1% | +151.5% | +165.8% |
| All | +432.4% | +57.4% | +375.0% | +263.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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