+394.5%
DINO vs QS
-47.4%
+441.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.4% |
| 7D | +1.5% | -5.0% | +6.4% | +1.7% |
| 30D | +25.9% | -18.3% | +44.2% | +26.8% |
| 3M | +53.2% | -26.0% | +79.2% | +54.4% |
| 6M | +105.5% | -24.0% | +129.5% | +106.3% |
| YTD | +139.2% | -50.3% | +189.5% | +143.9% |
| 1Y | +117.4% | -38.0% | +155.3% | +118.2% |
| 3Y | +99.3% | -24.6% | +123.9% | +92.8% |
| 5Y | +333.0% | -75.4% | +408.4% | +324.3% |
| All | +394.5% | -47.4% | +441.9% | +357.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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