+446.1%
DINO vs BURL
+254.9%
+191.2%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.9% | +2.1% | +2.8% |
| 7D | -2.7% | -0.8% | -1.9% | -2.5% |
| 30D | -17.2% | -4.4% | -12.8% | -16.5% |
| 3M | +18.9% | -28.6% | +47.5% | +28.4% |
| 6M | +40.6% | -12.3% | +52.9% | +42.7% |
| YTD | +125.9% | -11.3% | +137.2% | +126.7% |
| 1Y | +90.9% | -10.4% | +101.4% | +90.0% |
| 3Y | +113.4% | +96.1% | +17.3% | +63.2% |
| 5Y | +258.3% | -5.0% | +263.3% | +225.8% |
| 10Y | +446.1% | +251.8% | +194.3% | +275.2% |
| All | +446.1% | +254.9% | +191.2% | +275.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 BURL 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