+432.4%
DINO vs IT
+90.0%
+342.4%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.2% |
| 7D | +5.7% | +1.1% | +4.6% | +5.4% |
| 30D | -19.6% | -1.8% | -17.7% | -19.7% |
| 3M | +11.8% | +4.8% | +7.0% | +8.4% |
| 6M | +49.0% | +33.0% | +15.9% | +30.3% |
| YTD | +128.1% | -23.8% | +152.0% | +138.1% |
| 1Y | +96.3% | -16.5% | +112.8% | +97.3% |
| 3Y | +113.8% | -53.6% | +167.4% | +164.3% |
| 5Y | +252.7% | -42.1% | +294.8% | +277.5% |
| All | +432.4% | +90.0% | +342.4% | +213.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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