+446.1%
DINO vs ED
+141.1%
+305.1%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.1% | +3.1% | +3.0% |
| 7D | -2.7% | -0.9% | -1.8% | -2.5% |
| 30D | -17.2% | +11.2% | -28.4% | -19.7% |
| 3M | +18.9% | +11.8% | +7.1% | +15.3% |
| 6M | +40.6% | +14.1% | +26.5% | +35.2% |
| YTD | +125.9% | +23.0% | +103.0% | +112.3% |
| 1Y | +90.9% | +23.7% | +67.3% | +79.0% |
| 3Y | +113.4% | +47.7% | +65.6% | +85.1% |
| 5Y | +258.3% | +82.6% | +175.7% | +184.5% |
| 10Y | +446.1% | +141.8% | +304.4% | +347.0% |
| All | +446.1% | +141.1% | +305.1% | +347.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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