+19,916.1%
DINO vs MTB
+8,245.1%
+11,671.0%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.6% | +3.3% | +3.0% |
| 7D | +4.2% | +2.8% | +1.4% | +2.9% |
| 30D | +33.9% | -4.2% | +38.0% | +36.4% |
| 3M | +50.5% | +7.8% | +42.8% | +45.3% |
| 6M | +95.2% | +14.8% | +80.3% | +82.1% |
| YTD | +140.6% | +20.8% | +119.8% | +119.4% |
| 1Y | +119.0% | +23.1% | +95.8% | +97.5% |
| 3Y | +100.4% | +114.8% | -14.4% | +39.2% |
| 5Y | +324.6% | +103.3% | +221.3% | +191.2% |
| 10Y | +485.3% | +173.0% | +312.3% | +263.9% |
| All | +19,916.1% | +8,245.1% | +11,671.0% | +6,544.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling