+92.0%
DINO vs AS
+137.8%
-45.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.8% | -0.9% |
| 7D | -12.9% | +4.5% | -17.4% | -13.2% |
| 30D | -18.6% | +13.2% | -31.8% | -19.3% |
| 3M | +16.6% | -11.9% | +28.5% | +17.8% |
| 6M | +38.2% | -11.6% | +49.7% | +39.2% |
| YTD | +119.3% | -14.7% | +134.0% | +120.8% |
| 1Y | +84.3% | +5.7% | +78.6% | +78.6% |
| All | +92.0% | +137.8% | -45.8% | +72.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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