+428.8%
DINO vs FE
+110.9%
+317.9%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | -12.9% | -0.5% | -12.4% | -12.7% |
| 30D | -18.6% | +4.3% | -22.9% | -19.7% |
| 3M | +16.6% | +0.4% | +16.2% | +16.3% |
| 6M | +38.2% | +6.9% | +31.2% | +34.7% |
| YTD | +119.3% | +8.0% | +111.3% | +112.0% |
| 1Y | +84.3% | +4.8% | +79.5% | +79.9% |
| 3Y | +107.1% | +49.0% | +58.2% | +76.6% |
| 5Y | +249.9% | +46.2% | +203.7% | +196.9% |
| 10Y | +428.8% | +120.9% | +307.9% | +340.9% |
| All | +428.8% | +110.9% | +317.9% | +340.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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