+474.3%
DINO vs IT
+92.9%
+381.4%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.6% |
| 7D | +1.5% | -12.7% | +14.2% | +5.6% |
| 30D | +25.9% | -8.9% | +34.8% | +28.8% |
| 3M | +53.2% | +10.1% | +43.0% | +44.7% |
| 6M | +105.5% | +7.3% | +98.2% | +93.5% |
| YTD | +139.2% | -32.4% | +171.6% | +161.7% |
| 1Y | +117.4% | -26.6% | +144.0% | +127.8% |
| 3Y | +99.3% | -51.8% | +151.1% | +138.4% |
| 5Y | +333.0% | -45.6% | +378.6% | +369.3% |
| All | +474.3% | +92.9% | +381.4% | +270.4% |
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