+432.4%
DINO vs MSI
+664.3%
-232.0%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.1% | 0.0% |
| 7D | +5.7% | +3.2% | +2.4% | +4.2% |
| 30D | -19.6% | +17.6% | -37.2% | -25.5% |
| 3M | +11.8% | +14.5% | -2.7% | +4.6% |
| 6M | +49.0% | +34.3% | +14.7% | +28.2% |
| YTD | +128.1% | +39.7% | +88.4% | +89.5% |
| 1Y | +96.3% | +40.2% | +56.1% | +62.7% |
| 3Y | +113.8% | +77.1% | +36.6% | +50.6% |
| 5Y | +252.7% | +124.0% | +128.6% | +109.6% |
| All | +432.4% | +664.3% | -232.0% | +67.3% |
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