+485.3%
DINO vs FE
+113.1%
+372.2%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.7% | +3.4% | +3.0% |
| 7D | +4.2% | +0.6% | +3.5% | +4.0% |
| 30D | +33.9% | -2.1% | +36.0% | +34.6% |
| 3M | +50.5% | +2.6% | +47.9% | +48.9% |
| 6M | +95.2% | -6.8% | +101.9% | +98.4% |
| YTD | +140.6% | +6.9% | +133.7% | +133.7% |
| 1Y | +119.0% | +11.6% | +107.4% | +109.6% |
| 3Y | +100.4% | +47.7% | +52.7% | +72.2% |
| 5Y | +324.6% | +46.2% | +278.4% | +262.3% |
| 10Y | +485.3% | +109.2% | +376.1% | +381.5% |
| All | +485.3% | +113.1% | +372.2% | +381.5% |
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