+432.4%
DINO vs ESI
+318.1%
+114.3%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.3% |
| 7D | +5.7% | +5.5% | +0.2% | +3.6% |
| 30D | -19.6% | -7.8% | -11.8% | -17.4% |
| 3M | +11.8% | -15.0% | +26.8% | +17.6% |
| 6M | +49.0% | -24.9% | +73.9% | +61.2% |
| YTD | +128.1% | +33.2% | +94.9% | +87.5% |
| 1Y | +96.3% | +24.9% | +71.4% | +65.3% |
| 3Y | +113.8% | +77.8% | +36.0% | +48.0% |
| 5Y | +252.7% | +37.1% | +215.5% | +166.7% |
| All | +432.4% | +318.1% | +114.3% | +107.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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