+475.0%
DINO vs ESI
+312.8%
+162.2%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | -0.1% |
| 7D | +2.3% | -4.6% | +6.9% | +4.1% |
| 30D | +22.6% | -10.5% | +33.2% | +27.5% |
| 3M | +55.2% | -19.8% | +75.0% | +66.1% |
| 6M | +93.8% | +5.8% | +88.0% | +81.3% |
| YTD | +139.5% | +38.3% | +101.2% | +96.5% |
| 1Y | +115.3% | +31.5% | +83.8% | +79.1% |
| 3Y | +98.8% | +80.7% | +18.1% | +38.9% |
| 5Y | +333.5% | +69.4% | +264.1% | +199.5% |
| All | +475.0% | +312.8% | +162.2% | +154.5% |
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