+485.3%
DINO vs FN
+899.8%
-414.5%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.1% | -3.8% | -1.2% |
| 7D | +5.7% | -1.7% | +7.4% | +6.0% |
| 30D | +27.8% | -22.0% | +49.8% | +32.0% |
| 3M | +45.6% | -43.0% | +88.6% | +56.9% |
| 6M | +88.5% | -27.7% | +116.2% | +90.9% |
| YTD | +134.1% | -10.5% | +144.6% | +124.8% |
| 1Y | +111.1% | +12.5% | +98.6% | +91.1% |
| 3Y | +109.1% | +153.8% | -44.7% | +46.1% |
| 5Y | +307.2% | +288.0% | +19.2% | +140.6% |
| All | +485.3% | +899.8% | -414.5% | +162.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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