+217.6%
DINO vs COMP
-51.7%
+269.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.7% | +0.3% | +2.9% |
| 7D | -2.7% | +2.2% | -4.9% | -2.8% |
| 30D | -17.2% | +16.3% | -33.6% | -17.9% |
| 3M | +18.9% | -19.1% | +38.1% | +19.8% |
| 6M | +40.6% | +17.1% | +23.5% | +38.7% |
| YTD | +125.9% | -2.9% | +128.9% | +124.2% |
| 1Y | +90.9% | +8.8% | +82.1% | +87.8% |
| 3Y | +113.4% | +423.5% | -310.1% | +82.6% |
| 5Y | +258.3% | -10.5% | +268.8% | +241.6% |
| All | +217.6% | -51.7% | +269.3% | +237.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 COMP 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