+429.5%
DINO vs EMB
+36.8%
+392.7%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +1.2% |
| 7D | +4.5% | -0.7% | +5.2% | +5.2% |
| 30D | -20.3% | +0.5% | -20.9% | -20.9% |
| 3M | +16.2% | -2.5% | +18.6% | +18.9% |
| 6M | +44.1% | -2.0% | +46.1% | +46.4% |
| YTD | +126.9% | -0.9% | +127.7% | +126.7% |
| 1Y | +94.0% | -0.3% | +94.3% | +92.6% |
| 3Y | +114.2% | +29.2% | +85.0% | +60.3% |
| 5Y | +250.8% | +7.4% | +243.3% | +233.3% |
| All | +429.5% | +36.8% | +392.7% | +296.9% |
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