+18,700.1%
DINO vs MSI
+4,640.9%
+14,059.2%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.5% | +1.5% | +2.7% |
| 7D | -2.7% | +7.7% | -10.4% | -4.2% |
| 30D | -17.2% | +19.9% | -37.1% | -20.2% |
| 3M | +18.9% | +14.9% | +4.0% | +15.5% |
| 6M | +40.6% | +37.2% | +3.3% | +31.4% |
| YTD | +125.9% | +40.8% | +85.2% | +109.3% |
| 1Y | +90.9% | +38.1% | +52.8% | +77.5% |
| 3Y | +113.4% | +77.7% | +35.7% | +87.3% |
| 5Y | +258.3% | +129.0% | +129.3% | +196.7% |
| 10Y | +446.1% | +671.3% | -225.1% | +265.8% |
| All | +18,700.1% | +4,640.9% | +14,059.2% | +9,576.4% |
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