+492.3%
DINO vs DOC
-2.1%
+494.4%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | 0.0% |
| 7D | +5.7% | -1.5% | +7.2% | +6.4% |
| 30D | +27.8% | -4.8% | +32.6% | +30.1% |
| 3M | +45.6% | +6.9% | +38.7% | +41.2% |
| 6M | +88.5% | +20.7% | +67.7% | +70.7% |
| YTD | +134.1% | +34.1% | +100.0% | +101.7% |
| 1Y | +111.1% | +22.6% | +88.5% | +88.6% |
| 3Y | +109.1% | +20.8% | +88.3% | +83.5% |
| 5Y | +307.2% | -24.9% | +332.0% | +344.0% |
| All | +492.3% | -2.1% | +494.4% | +406.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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