+432.4%
DINO vs FHN
+81.8%
+350.5%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.2% |
| 7D | +5.7% | +2.1% | +3.6% | +4.6% |
| 30D | -19.6% | +3.8% | -23.4% | -21.1% |
| 3M | +11.8% | -8.9% | +20.7% | +16.8% |
| 6M | +49.0% | +1.8% | +47.1% | +46.7% |
| YTD | +128.1% | +0.6% | +127.5% | +124.3% |
| 1Y | +96.3% | +12.9% | +83.4% | +81.6% |
| 3Y | +113.8% | +126.4% | -12.6% | +33.7% |
| 5Y | +252.7% | +62.3% | +190.4% | +132.0% |
| All | +432.4% | +81.8% | +350.5% | +173.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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