+485.3%
DINO vs FIVE
+475.1%
+10.2%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.7% | +2.0% | +2.6% |
| 7D | +4.2% | +3.7% | +0.5% | +3.3% |
| 30D | +33.9% | +4.0% | +29.9% | +32.5% |
| 3M | +50.5% | +36.2% | +14.3% | +39.9% |
| 6M | +95.2% | +18.0% | +77.1% | +85.1% |
| YTD | +140.6% | +34.9% | +105.7% | +120.6% |
| 1Y | +119.0% | +67.9% | +51.0% | +89.7% |
| 3Y | +100.4% | +57.3% | +43.1% | +65.7% |
| 5Y | +324.6% | +39.5% | +285.1% | +247.4% |
| 10Y | +485.3% | +496.4% | -11.1% | +251.9% |
| All | +485.3% | +475.1% | +10.2% | +251.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 FIVE 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