+252.3%
DINO vs MTB
+60.4%
+191.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +1.0% |
| 7D | +5.0% | 0.0% | +5.0% | +5.0% |
| 30D | -19.9% | +0.8% | -20.8% | -20.3% |
| 3M | +16.8% | -12.8% | +29.5% | +23.2% |
| 6M | +44.8% | +6.7% | +38.1% | +40.2% |
| YTD | +128.0% | +11.3% | +116.7% | +115.7% |
| 1Y | +95.0% | +20.2% | +74.9% | +78.3% |
| 3Y | +115.4% | +103.8% | +11.6% | +61.7% |
| All | +252.3% | +60.4% | +191.9% | +172.3% |
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