+474.3%
DINO vs BUD
-22.8%
+497.2%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.2% |
| 7D | +1.5% | -3.2% | +4.7% | +2.8% |
| 30D | +25.9% | -3.7% | +29.6% | +27.7% |
| 3M | +53.2% | -4.4% | +57.6% | +55.3% |
| 6M | +105.5% | +7.7% | +97.7% | +96.7% |
| YTD | +139.2% | +23.1% | +116.2% | +115.5% |
| 1Y | +117.4% | +33.6% | +83.7% | +88.5% |
| 3Y | +99.3% | +44.7% | +54.6% | +61.0% |
| 5Y | +333.0% | +44.9% | +288.1% | +235.8% |
| All | +474.3% | -22.8% | +497.2% | +335.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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