+275.2%
DINO vs LTH
+156.3%
+118.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.8% | +4.5% | +2.9% |
| 7D | +4.2% | +1.5% | +2.6% | +4.0% |
| 30D | +33.9% | -3.1% | +36.9% | +34.2% |
| 3M | +50.5% | +28.1% | +22.4% | +47.1% |
| 6M | +95.2% | +67.4% | +27.8% | +84.8% |
| YTD | +140.6% | +59.8% | +80.8% | +128.8% |
| 1Y | +119.0% | +45.6% | +73.4% | +110.1% |
| 3Y | +100.4% | +162.0% | -61.6% | +78.1% |
| All | +275.2% | +156.3% | +118.9% | +241.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling