+427.3%
DINO vs GEN
+154.9%
+272.4%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.1% | +0.9% | +2.6% |
| 7D | -2.7% | -0.8% | -1.9% | -2.6% |
| 30D | -17.2% | +31.2% | -48.5% | -21.9% |
| 3M | +18.9% | +6.1% | +12.8% | +16.6% |
| 6M | +40.6% | +38.1% | +2.5% | +29.9% |
| YTD | +125.9% | +14.4% | +111.5% | +116.1% |
| 1Y | +90.9% | +15.1% | +75.8% | +82.2% |
| 3Y | +113.4% | +68.5% | +44.8% | +85.6% |
| 5Y | +258.3% | +35.8% | +222.5% | +218.5% |
| All | +427.3% | +154.9% | +272.4% | +245.6% |
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