+475.0%
DINO vs EFV
+169.9%
+305.1%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -1.1% |
| 7D | +2.3% | -0.8% | +3.1% | +3.2% |
| 30D | +22.6% | +0.6% | +22.0% | +21.7% |
| 3M | +55.2% | +7.5% | +47.7% | +42.7% |
| 6M | +93.8% | +13.0% | +80.7% | +65.2% |
| YTD | +139.5% | +18.3% | +121.2% | +92.3% |
| 1Y | +115.3% | +26.7% | +88.6% | +58.8% |
| 3Y | +98.8% | +89.6% | +9.2% | -12.1% |
| 5Y | +333.5% | +98.2% | +235.3% | +79.1% |
| All | +475.0% | +169.9% | +305.1% | +67.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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