+475.0%
DINO vs MCO
+393.6%
+81.3%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -0.5% |
| 7D | +2.3% | -3.8% | +6.1% | +3.7% |
| 30D | +22.6% | -0.4% | +23.0% | +22.6% |
| 3M | +55.2% | +7.7% | +47.5% | +50.1% |
| 6M | +93.8% | +7.0% | +86.8% | +86.9% |
| YTD | +139.5% | -6.4% | +145.9% | +141.1% |
| 1Y | +115.3% | -7.6% | +122.9% | +116.8% |
| 3Y | +98.8% | +43.2% | +55.6% | +63.4% |
| 5Y | +333.5% | +29.6% | +303.9% | +262.6% |
| All | +475.0% | +393.6% | +81.3% | +165.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MCO.
Daily Out/Under-Performance
Portfolio return minus MCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCO 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 MCO 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