+474.3%
DINO vs DG
+99.2%
+375.1%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.9% | -0.3% |
| 7D | +1.5% | -6.3% | +7.8% | +2.1% |
| 30D | +25.9% | +2.4% | +23.5% | +25.6% |
| 3M | +53.2% | +12.4% | +40.8% | +51.2% |
| 6M | +105.5% | -14.9% | +120.4% | +108.3% |
| YTD | +139.2% | -6.1% | +145.3% | +139.4% |
| 1Y | +117.4% | +17.9% | +99.5% | +111.0% |
| 3Y | +99.3% | +3.1% | +96.1% | +92.4% |
| 5Y | +333.0% | -38.7% | +371.7% | +350.5% |
| All | +474.3% | +99.2% | +375.1% | +301.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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