+95.9%
DINO vs BAM
+81.2%
+14.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | +5.7% | -2.7% | +8.4% | +6.3% |
| 30D | -19.6% | +15.5% | -35.1% | -22.4% |
| 3M | +11.8% | -6.9% | +18.7% | +13.4% |
| 6M | +49.0% | +9.9% | +39.1% | +43.9% |
| YTD | +128.1% | +1.4% | +126.7% | +124.8% |
| 1Y | +96.3% | +3.3% | +93.0% | +92.0% |
| 3Y | +113.8% | +83.6% | +30.1% | +71.3% |
| All | +95.9% | +81.2% | +14.7% | +55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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