+475.0%
DINO vs MDY
+177.2%
+297.8%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.7% |
| 7D | +2.3% | -1.9% | +4.2% | +4.2% |
| 30D | +22.6% | -4.6% | +27.3% | +28.7% |
| 3M | +55.2% | -1.2% | +56.5% | +56.5% |
| 6M | +93.8% | +9.2% | +84.6% | +73.4% |
| YTD | +139.5% | +13.1% | +126.5% | +106.1% |
| 1Y | +115.3% | +13.0% | +102.3% | +84.8% |
| 3Y | +98.8% | +49.2% | +49.6% | +25.4% |
| 5Y | +333.5% | +47.2% | +286.2% | +170.3% |
| All | +475.0% | +177.2% | +297.8% | +61.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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