+489.2%
DINO vs MSI
+593.5%
-104.4%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | +0.2% |
| 7D | +2.0% | -4.0% | +5.9% | +3.9% |
| 30D | +27.7% | -0.5% | +28.1% | +27.8% |
| 3M | +56.3% | +11.4% | +44.9% | +47.7% |
| 6M | +107.6% | +1.0% | +106.6% | +103.4% |
| YTD | +140.2% | +20.7% | +119.5% | +114.4% |
| 1Y | +113.0% | -2.7% | +115.7% | +111.4% |
| 3Y | +100.1% | +68.2% | +31.9% | +43.1% |
| 5Y | +328.7% | +100.0% | +228.8% | +168.5% |
| 10Y | +489.2% | +596.9% | -107.7% | +113.6% |
| All | +489.2% | +593.5% | -104.4% | +113.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling