+219.9%
DINO vs AVTR
+1.1%
+218.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +1.5% | -2.0% | +3.5% | +1.8% |
| 30D | +25.9% | +8.1% | +17.9% | +24.2% |
| 3M | +53.2% | +54.2% | -1.0% | +41.1% |
| 6M | +105.5% | +82.6% | +22.9% | +82.4% |
| YTD | +139.2% | +29.8% | +109.4% | +125.6% |
| 1Y | +117.4% | +18.0% | +99.4% | +105.4% |
| 3Y | +99.3% | -26.4% | +125.7% | +103.1% |
| 5Y | +333.0% | -64.8% | +397.9% | +400.3% |
| All | +219.9% | +1.1% | +218.9% | +192.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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