+428.8%
DINO vs AR
+52.4%
+376.4%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.3% | -2.7% | +0.4% |
| 7D | -12.9% | -5.8% | -7.1% | -11.3% |
| 30D | -18.6% | +4.8% | -23.4% | -19.7% |
| 3M | +16.6% | +1.5% | +15.1% | +15.8% |
| 6M | +38.2% | +4.7% | +33.4% | +35.6% |
| YTD | +119.3% | +9.2% | +110.1% | +111.6% |
| 1Y | +84.3% | +11.2% | +73.1% | +76.5% |
| 3Y | +107.1% | +46.2% | +60.9% | +77.8% |
| 5Y | +249.9% | +98.1% | +151.9% | +164.8% |
| 10Y | +428.8% | +54.5% | +374.2% | +257.9% |
| All | +428.8% | +52.4% | +376.4% | +257.9% |
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