+475.0%
DINO vs BDX
+59.3%
+415.7%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.1% |
| 7D | +2.3% | -3.2% | +5.5% | +3.1% |
| 30D | +22.6% | -2.5% | +25.2% | +23.3% |
| 3M | +55.2% | +21.4% | +33.8% | +47.4% |
| 6M | +93.8% | +10.4% | +83.4% | +87.9% |
| YTD | +139.5% | +18.8% | +120.7% | +126.7% |
| 1Y | +115.3% | +21.7% | +93.6% | +102.1% |
| 3Y | +98.8% | -10.0% | +108.7% | +101.2% |
| 5Y | +333.5% | -1.8% | +335.3% | +319.0% |
| All | +475.0% | +59.3% | +415.7% | +475.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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