+430.9%
DINO vs FIVE
+596.6%
-165.7%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +5.6% | -2.9% | +1.4% |
| 7D | -10.7% | +6.2% | -16.8% | -11.9% |
| 30D | -17.8% | +18.2% | -35.9% | -20.9% |
| 3M | +23.3% | +3.8% | +19.5% | +21.5% |
| 6M | +39.6% | +13.7% | +25.8% | +33.9% |
| YTD | +121.6% | +34.7% | +86.8% | +102.4% |
| 1Y | +88.2% | +66.6% | +21.6% | +63.1% |
| 3Y | +114.4% | +44.3% | +70.1% | +80.7% |
| 5Y | +248.7% | +18.8% | +229.9% | +199.0% |
| 10Y | +430.9% | +569.2% | -138.3% | +225.6% |
| All | +430.9% | +596.6% | -165.7% | +225.6% |
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