+303.6%
DINO vs MAS
+32.0%
+271.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.5% | -1.1% |
| 7D | +5.7% | -0.8% | +6.5% | +5.8% |
| 30D | +27.8% | -5.6% | +33.4% | +29.2% |
| 3M | +45.6% | +4.4% | +41.2% | +42.6% |
| 6M | +88.5% | +7.2% | +81.3% | +81.8% |
| YTD | +134.1% | +16.1% | +118.0% | +118.9% |
| 1Y | +111.1% | +0.1% | +111.0% | +106.7% |
| 3Y | +109.1% | +28.3% | +80.8% | +89.3% |
| All | +303.6% | +32.0% | +271.6% | +256.1% |
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