+489.2%
DINO vs EMB
+29.7%
+459.5%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | 0.0% |
| 7D | +2.0% | 0.0% | +1.9% | +1.9% |
| 30D | +27.7% | -0.3% | +28.0% | +28.0% |
| 3M | +56.3% | -0.3% | +56.6% | +56.5% |
| 6M | +107.6% | +0.7% | +106.8% | +104.7% |
| YTD | +140.2% | +1.3% | +138.9% | +135.5% |
| 1Y | +113.0% | +4.7% | +108.3% | +101.5% |
| 3Y | +100.1% | +30.1% | +70.0% | +50.8% |
| 5Y | +328.7% | +6.9% | +321.9% | +313.2% |
| 10Y | +489.2% | +30.7% | +458.4% | +388.2% |
| All | +489.2% | +29.7% | +459.5% | +388.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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