+430.9%
DINO vs LII
+170.7%
+260.1%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.2% | +0.5% | +2.1% |
| 7D | -10.7% | -1.2% | -9.5% | -10.4% |
| 30D | -17.8% | -2.0% | -15.8% | -17.7% |
| 3M | +23.3% | -20.2% | +43.5% | +30.2% |
| 6M | +39.6% | -32.5% | +72.1% | +51.9% |
| YTD | +121.6% | -27.4% | +148.9% | +132.5% |
| 1Y | +88.2% | -28.2% | +116.4% | +97.9% |
| 3Y | +114.4% | -7.2% | +121.6% | +97.9% |
| 5Y | +248.7% | +19.9% | +228.8% | +183.3% |
| 10Y | +430.9% | +168.6% | +262.2% | +175.6% |
| All | +430.9% | +170.7% | +260.1% | +175.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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