+88.9%
DINO vs AS
+134.9%
-45.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.6% |
| 7D | -15.5% | +6.9% | -22.4% | -15.9% |
| 30D | -16.0% | +16.0% | -32.0% | -16.9% |
| 3M | +17.9% | -12.8% | +30.8% | +19.2% |
| 6M | +38.5% | -15.4% | +53.9% | +40.2% |
| YTD | +115.8% | -15.7% | +131.6% | +117.4% |
| 1Y | +87.1% | +6.1% | +81.0% | +81.0% |
| All | +88.9% | +134.9% | -45.9% | +70.0% |
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