+248.7%
DINO vs MSI
+123.5%
+125.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.6% | 0.0% | +2.1% |
| 7D | -10.7% | +8.3% | -19.0% | -12.1% |
| 30D | -17.8% | +18.9% | -36.6% | -20.6% |
| 3M | +23.3% | +13.2% | +10.1% | +20.1% |
| 6M | +39.6% | +38.3% | +1.3% | +29.5% |
| YTD | +121.6% | +38.9% | +82.7% | +103.3% |
| 1Y | +88.2% | +36.7% | +51.5% | +73.4% |
| 3Y | +114.4% | +76.6% | +37.9% | +79.3% |
| 5Y | +248.7% | +124.5% | +124.2% | +166.0% |
| All | +248.7% | +123.5% | +125.2% | +166.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling