+474.3%
DINO vs FTV
+80.1%
+394.2%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.9% | +0.9% |
| 7D | +1.5% | -5.2% | +6.7% | +4.4% |
| 30D | +25.9% | -11.5% | +37.4% | +34.2% |
| 3M | +53.2% | -9.0% | +62.2% | +59.7% |
| 6M | +105.5% | -2.0% | +107.5% | +103.4% |
| YTD | +139.2% | -0.9% | +140.2% | +132.9% |
| 1Y | +117.4% | +14.8% | +102.6% | +92.9% |
| 3Y | +99.3% | -5.5% | +104.8% | +94.6% |
| 5Y | +333.0% | -1.9% | +334.9% | +301.4% |
| All | +474.3% | +80.1% | +394.2% | +309.9% |
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