+432.4%
DINO vs FTV
+109.2%
+323.1%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | +5.7% | +3.9% | +1.8% | +3.6% |
| 30D | -19.6% | +18.7% | -38.2% | -26.9% |
| 3M | +11.8% | +10.0% | +1.8% | +5.6% |
| 6M | +49.0% | +14.6% | +34.4% | +36.1% |
| YTD | +128.1% | +23.4% | +104.7% | +96.4% |
| 1Y | +96.3% | +31.3% | +65.0% | +62.5% |
| 3Y | +113.8% | +39.8% | +74.0% | +66.9% |
| 5Y | +252.7% | +17.7% | +235.0% | +197.7% |
| All | +432.4% | +109.2% | +323.1% | +245.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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