+19,884.6%
DINO vs MKC
+3,336.7%
+16,547.9%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.7% | 0.0% |
| 7D | +2.0% | -4.3% | +6.3% | +2.9% |
| 30D | +27.7% | -3.1% | +30.8% | +28.5% |
| 3M | +56.3% | +6.8% | +49.5% | +54.0% |
| 6M | +107.6% | -18.3% | +125.9% | +115.0% |
| YTD | +140.2% | -23.1% | +163.2% | +151.2% |
| 1Y | +113.0% | -23.7% | +136.7% | +122.7% |
| 3Y | +100.1% | -31.0% | +131.1% | +111.4% |
| 5Y | +328.7% | -33.5% | +362.3% | +349.8% |
| 10Y | +489.2% | +30.3% | +458.9% | +422.0% |
| All | +19,884.6% | +3,336.7% | +16,547.9% | +12,035.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 all: compounded portfolio wealth divided by compounded MKC 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…
all analysis · Full analysis span regression · 6 months rolling