+333.0%
DINO vs MTB
+101.1%
+231.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.6% |
| 7D | +1.5% | -0.4% | +1.9% | +1.7% |
| 30D | +25.9% | -4.6% | +30.5% | +28.4% |
| 3M | +53.2% | +7.4% | +45.7% | +48.4% |
| 6M | +105.5% | +18.7% | +86.8% | +89.5% |
| YTD | +139.2% | +21.1% | +118.2% | +118.8% |
| 1Y | +117.4% | +24.1% | +93.3% | +96.2% |
| 3Y | +99.3% | +115.3% | -16.1% | +44.5% |
| 5Y | +333.0% | +106.0% | +227.0% | +192.4% |
| All | +333.0% | +101.1% | +231.9% | +192.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling