+475.0%
DINO vs HRB
+209.1%
+265.8%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | 0.0% |
| 7D | +2.3% | -8.0% | +10.3% | +4.8% |
| 30D | +22.6% | -16.0% | +38.6% | +28.7% |
| 3M | +55.2% | +26.9% | +28.4% | +42.3% |
| 6M | +93.8% | +51.1% | +42.6% | +65.5% |
| YTD | +139.5% | +7.1% | +132.5% | +127.9% |
| 1Y | +115.3% | -9.6% | +124.9% | +116.3% |
| 3Y | +98.8% | +25.4% | +73.4% | +71.3% |
| 5Y | +333.5% | +114.9% | +218.6% | +193.3% |
| All | +475.0% | +209.1% | +265.8% | +223.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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