+475.0%
DINO vs EFX
+42.6%
+432.4%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | 0.0% |
| 7D | +2.3% | -4.5% | +6.9% | +3.5% |
| 30D | +22.6% | -6.1% | +28.7% | +24.3% |
| 3M | +55.2% | +6.2% | +49.0% | +51.2% |
| 6M | +93.8% | -11.2% | +105.0% | +96.9% |
| YTD | +139.5% | -21.4% | +160.9% | +150.2% |
| 1Y | +115.3% | -34.3% | +149.6% | +136.6% |
| 3Y | +98.8% | -12.5% | +111.3% | +94.6% |
| 5Y | +333.5% | -35.6% | +369.1% | +357.1% |
| All | +475.0% | +42.6% | +432.4% | +327.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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