+328.7%
DINO vs BEN
+40.0%
+288.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.4% | +0.3% |
| 7D | +2.0% | +3.4% | -1.4% | +0.8% |
| 30D | +27.7% | +1.8% | +25.9% | +26.8% |
| 3M | +56.3% | +8.4% | +47.9% | +51.5% |
| 6M | +107.6% | +35.6% | +71.9% | +84.3% |
| YTD | +140.2% | +46.4% | +93.8% | +106.9% |
| 1Y | +113.0% | +46.3% | +66.7% | +83.0% |
| 3Y | +100.1% | +54.6% | +45.4% | +63.4% |
| 5Y | +328.7% | +39.4% | +289.4% | +253.1% |
| All | +328.7% | +40.0% | +288.8% | +253.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 5y: compounded portfolio wealth divided by compounded BEN 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…
5y analysis · Full analysis span regression · 6 months rolling