+474.3%
DINO vs DRI
+348.7%
+125.6%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | 0.0% |
| 7D | +1.5% | -4.8% | +6.3% | +3.4% |
| 30D | +25.9% | -5.2% | +31.1% | +28.3% |
| 3M | +53.2% | +2.7% | +50.4% | +50.6% |
| 6M | +105.5% | +3.6% | +101.8% | +99.8% |
| YTD | +139.2% | +15.4% | +123.8% | +122.1% |
| 1Y | +117.4% | +1.3% | +116.1% | +111.5% |
| 3Y | +99.3% | +53.1% | +46.2% | +60.8% |
| 5Y | +333.0% | +64.6% | +268.5% | +231.1% |
| All | +474.3% | +348.7% | +125.6% | +170.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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