+489.2%
DINO vs ED
+105.2%
+383.9%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.6% | 0.0% |
| 7D | +2.0% | -0.2% | +2.1% | +2.0% |
| 30D | +27.7% | +1.9% | +25.7% | +27.1% |
| 3M | +56.3% | +1.9% | +54.4% | +55.4% |
| 6M | +107.6% | -2.3% | +109.8% | +108.1% |
| YTD | +140.2% | +10.9% | +129.3% | +132.8% |
| 1Y | +113.0% | +14.5% | +98.5% | +104.4% |
| 3Y | +100.1% | +33.4% | +66.7% | +80.0% |
| 5Y | +328.7% | +67.3% | +261.5% | +254.1% |
| 10Y | +489.2% | +110.7% | +378.5% | +414.8% |
| All | +489.2% | +105.2% | +383.9% | +414.8% |
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