+109.7%
DINO vs EQH
+234.7%
-125.0%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.6% |
| 7D | +2.3% | +0.7% | +1.6% | +1.9% |
| 30D | +22.6% | +2.8% | +19.8% | +20.6% |
| 3M | +55.2% | +23.1% | +32.1% | +37.3% |
| 6M | +93.8% | +41.4% | +52.4% | +56.1% |
| YTD | +139.5% | +14.3% | +125.3% | +115.9% |
| 1Y | +115.3% | +1.6% | +113.7% | +105.8% |
| 3Y | +98.8% | +102.7% | -3.9% | +22.0% |
| 5Y | +333.5% | +104.5% | +228.9% | +152.2% |
| All | +109.7% | +234.7% | -125.0% | -9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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