+475.0%
DINO vs INDA
+84.7%
+390.3%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.8% | -0.5% |
| 7D | +2.3% | -2.7% | +5.0% | +4.1% |
| 30D | +22.6% | -2.8% | +25.4% | +24.7% |
| 3M | +55.2% | +1.6% | +53.6% | +52.9% |
| 6M | +93.8% | -1.4% | +95.2% | +92.6% |
| YTD | +139.5% | -10.1% | +149.6% | +153.0% |
| 1Y | +115.3% | -8.8% | +124.1% | +124.8% |
| 3Y | +98.8% | +7.6% | +91.2% | +81.2% |
| 5Y | +333.5% | +5.8% | +327.7% | +297.4% |
| All | +475.0% | +84.7% | +390.3% | +237.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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