+19,380.1%
DINO vs MSI
+4,035.2%
+15,344.9%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.5% |
| 7D | +5.7% | -3.7% | +9.4% | +6.5% |
| 30D | +27.8% | +6.8% | +21.0% | +26.0% |
| 3M | +45.6% | +14.3% | +31.3% | +41.5% |
| 6M | +88.5% | -1.6% | +90.0% | +87.9% |
| YTD | +134.1% | +22.8% | +111.3% | +123.1% |
| 1Y | +111.1% | -1.1% | +112.2% | +109.8% |
| 3Y | +109.1% | +70.5% | +38.6% | +85.0% |
| 5Y | +307.2% | +102.8% | +204.4% | +245.7% |
| 10Y | +495.9% | +597.4% | -101.5% | +308.1% |
| All | +19,380.1% | +4,035.2% | +15,344.9% | +10,215.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling