+475.0%
DINO vs BTI
+73.8%
+401.2%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.1% |
| 7D | +2.3% | -0.2% | +2.5% | +2.4% |
| 30D | +22.6% | -1.1% | +23.7% | +23.1% |
| 3M | +55.2% | -8.8% | +64.0% | +59.9% |
| 6M | +93.8% | -4.0% | +97.7% | +94.0% |
| YTD | +139.5% | +0.4% | +139.2% | +134.6% |
| 1Y | +115.3% | +1.9% | +113.4% | +109.0% |
| 3Y | +98.8% | +108.5% | -9.7% | +35.5% |
| 5Y | +333.5% | +118.5% | +215.0% | +188.0% |
| All | +475.0% | +73.8% | +401.2% | +311.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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