+242.1%
DINO vs LTH
+186.2%
+55.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.1% | -1.1% |
| 7D | -12.9% | +6.4% | -19.3% | -13.4% |
| 30D | -18.6% | +16.7% | -35.3% | -19.7% |
| 3M | +16.6% | +11.7% | +4.9% | +15.4% |
| 6M | +38.2% | +48.5% | -10.4% | +33.1% |
| YTD | +119.3% | +78.4% | +40.9% | +106.5% |
| 1Y | +84.3% | +89.7% | -5.4% | +72.2% |
| 3Y | +107.1% | +245.6% | -138.5% | +79.3% |
| 5Y | +249.9% | +142.7% | +107.3% | +205.4% |
| All | +242.1% | +186.2% | +55.9% | +208.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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