+252.0%
DINO vs MAS
+41.7%
+210.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -3.4% | -3.1% | -5.8% |
| 7D | -12.6% | +4.6% | -17.2% | -13.5% |
| 30D | -14.7% | +19.9% | -34.6% | -18.0% |
| 3M | +18.6% | +8.9% | +9.7% | +16.1% |
| 6M | +33.0% | +20.2% | +12.8% | +25.9% |
| YTD | +117.1% | +33.9% | +83.3% | +96.2% |
| 1Y | +90.5% | +34.7% | +55.8% | +71.4% |
| 3Y | +96.0% | +60.4% | +35.6% | +67.5% |
| 5Y | +252.0% | +43.5% | +208.6% | +196.6% |
| All | +252.0% | +41.7% | +210.3% | +196.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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