+474.3%
DINO vs FDS
+66.9%
+407.5%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.8% | +5.4% | +1.2% |
| 7D | +1.5% | -16.0% | +17.5% | +6.2% |
| 30D | +25.9% | -6.7% | +32.6% | +27.9% |
| 3M | +53.2% | +6.0% | +47.2% | +48.8% |
| 6M | +105.5% | +25.1% | +80.4% | +87.9% |
| YTD | +139.2% | -8.1% | +147.4% | +139.7% |
| 1Y | +117.4% | -26.0% | +143.4% | +133.1% |
| 3Y | +99.3% | -36.4% | +135.7% | +123.2% |
| 5Y | +333.0% | -27.7% | +360.7% | +348.2% |
| All | +474.3% | +66.9% | +407.5% | +285.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded FDS 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling