+432.2%
DINO vs GEN
+147.0%
+285.2%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.1% | +4.0% | +1.5% |
| 7D | +5.0% | -3.0% | +8.0% | +5.6% |
| 30D | -19.9% | +24.7% | -44.6% | -23.7% |
| 3M | +16.8% | +4.1% | +12.7% | +14.9% |
| 6M | +44.8% | +36.0% | +8.8% | +34.1% |
| YTD | +128.0% | +10.9% | +117.2% | +119.4% |
| 1Y | +95.0% | +12.2% | +82.9% | +87.0% |
| 3Y | +115.4% | +63.3% | +52.0% | +88.4% |
| 5Y | +252.6% | +29.0% | +223.5% | +216.6% |
| All | +432.2% | +147.0% | +285.2% | +250.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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