+18,336.0%
DINO vs MSI
+4,576.6%
+13,759.3%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +30.2% |
| YTD | +121.6% | +38.9% | +82.7% | +105.8% |
| 1Y | +88.2% | +36.7% | +51.5% | +75.3% |
| 3Y | +114.4% | +76.6% | +37.9% | +88.4% |
| 5Y | +248.7% | +124.5% | +124.2% | +189.8% |
| 10Y | +430.9% | +674.5% | -243.6% | +255.5% |
| All | +18,336.0% | +4,576.6% | +13,759.3% | +9,414.1% |
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