+475.0%
DINO vs GEN
+159.8%
+315.1%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.1% |
| 7D | +2.3% | -1.3% | +3.6% | +2.5% |
| 30D | +22.6% | +6.1% | +16.5% | +21.0% |
| 3M | +55.2% | +27.0% | +28.3% | +47.2% |
| 6M | +93.8% | +43.9% | +49.9% | +77.9% |
| YTD | +139.5% | +13.0% | +126.5% | +131.1% |
| 1Y | +115.3% | +4.0% | +111.3% | +111.3% |
| 3Y | +98.8% | +66.2% | +32.6% | +74.1% |
| 5Y | +333.5% | +23.2% | +310.3% | +295.7% |
| All | +475.0% | +159.8% | +315.1% | +298.8% |
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