+324.6%
DINO vs ED
+71.7%
+252.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.9% | +1.8% | +2.7% |
| 7D | +4.2% | +0.5% | +3.6% | +4.1% |
| 30D | +33.9% | +1.1% | +32.8% | +33.7% |
| 3M | +50.5% | +4.6% | +45.9% | +49.7% |
| 6M | +95.2% | -2.0% | +97.1% | +95.3% |
| YTD | +140.6% | +11.7% | +128.9% | +136.9% |
| 1Y | +119.0% | +15.7% | +103.2% | +114.4% |
| 3Y | +100.4% | +34.4% | +66.0% | +86.4% |
| 5Y | +324.6% | +67.3% | +257.3% | +286.1% |
| All | +324.6% | +71.7% | +252.9% | +286.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling