+111.1%
DINO vs MSI
-0.7%
+111.8%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.7% |
| 7D | +5.7% | -3.7% | +9.4% | +5.6% |
| 30D | +27.8% | +6.8% | +21.0% | +28.1% |
| 3M | +45.6% | +14.3% | +31.3% | +46.1% |
| 6M | +88.5% | -1.6% | +90.0% | +91.7% |
| YTD | +134.1% | +22.8% | +111.3% | +130.5% |
| 1Y | +111.1% | -1.1% | +112.2% | +112.7% |
| All | +111.1% | -0.7% | +111.8% | +112.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 1y: compounded portfolio wealth divided by compounded MSI 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…
1y analysis · Full analysis span regression · 6 months rolling