+430.9%
DINO vs D
+42.1%
+388.7%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.5% | +3.2% | +2.8% |
| 7D | -10.7% | +0.8% | -11.4% | -11.0% |
| 30D | -17.8% | +10.7% | -28.5% | -20.7% |
| 3M | +23.3% | +2.3% | +21.0% | +22.0% |
| 6M | +39.6% | +12.5% | +27.1% | +33.1% |
| YTD | +121.6% | +20.1% | +101.5% | +105.9% |
| 1Y | +88.2% | +15.6% | +72.7% | +77.2% |
| 3Y | +114.4% | +75.2% | +39.2% | +68.8% |
| 5Y | +248.7% | +14.6% | +234.1% | +221.6% |
| 10Y | +430.9% | +43.8% | +387.1% | +397.5% |
| All | +430.9% | +42.1% | +388.7% | +397.5% |
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