+252.4%
DINO vs LTH
+137.1%
+115.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.2% | -2.1% | -0.2% |
| 7D | +5.7% | -1.3% | +7.0% | +5.8% |
| 30D | -19.6% | +15.7% | -35.2% | -20.7% |
| 3M | +11.8% | +5.0% | +6.8% | +11.2% |
| 6M | +49.0% | +37.7% | +11.3% | +44.1% |
| YTD | +128.1% | +75.0% | +53.1% | +114.0% |
| 1Y | +96.3% | +82.6% | +13.7% | +83.2% |
| 3Y | +113.8% | +241.3% | -127.5% | +82.7% |
| All | +252.4% | +137.1% | +115.3% | +208.6% |
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