+432.2%
DINO vs D
+47.7%
+384.5%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +1.2% |
| 7D | +5.0% | -3.1% | +8.1% | +6.1% |
| 30D | -19.9% | +8.4% | -28.3% | -22.3% |
| 3M | +16.8% | +0.2% | +16.6% | +16.3% |
| 6M | +44.8% | +9.5% | +35.4% | +39.4% |
| YTD | +128.0% | +18.8% | +109.2% | +112.7% |
| 1Y | +95.0% | +14.7% | +80.3% | +84.0% |
| 3Y | +115.4% | +72.9% | +42.4% | +70.1% |
| 5Y | +252.6% | +13.1% | +239.4% | +226.7% |
| All | +432.2% | +47.7% | +384.5% | +425.1% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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