+432.4%
DINO vs MTB
+115.1%
+317.2%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.4% |
| 7D | +5.7% | +1.5% | +4.1% | +4.7% |
| 30D | -19.6% | +2.3% | -21.9% | -20.9% |
| 3M | +11.8% | -12.1% | +23.9% | +21.0% |
| 6M | +49.0% | +9.8% | +39.1% | +38.7% |
| YTD | +128.1% | +12.0% | +116.1% | +107.9% |
| 1Y | +96.3% | +22.0% | +74.3% | +68.6% |
| 3Y | +113.8% | +107.6% | +6.2% | +24.8% |
| 5Y | +252.7% | +61.9% | +190.8% | +123.2% |
| All | +432.4% | +115.1% | +317.2% | +144.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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