+474.3%
DINO vs BB
-0.1%
+474.5%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.7% | +2.3% | +0.1% |
| 7D | +1.5% | -2.1% | +3.6% | +1.9% |
| 30D | +25.9% | -16.0% | +42.0% | +29.5% |
| 3M | +53.2% | -14.5% | +67.7% | +55.2% |
| 6M | +105.5% | +118.6% | -13.1% | +73.1% |
| YTD | +139.2% | +98.9% | +40.3% | +104.8% |
| 1Y | +117.4% | +99.5% | +17.9% | +84.4% |
| 3Y | +99.3% | +65.4% | +33.9% | +65.1% |
| 5Y | +333.0% | -27.6% | +360.6% | +307.5% |
| All | +474.3% | -0.1% | +474.5% | +251.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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