+430.9%
DINO vs RACE
+738.3%
-307.4%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.7% | +2.0% | +2.5% |
| 7D | -10.7% | +3.9% | -14.6% | -11.7% |
| 30D | -17.8% | +7.4% | -25.2% | -19.5% |
| 3M | +23.3% | +1.6% | +21.7% | +22.3% |
| 6M | +39.6% | +23.3% | +16.2% | +29.8% |
| YTD | +121.6% | +14.7% | +106.9% | +108.4% |
| 1Y | +88.2% | +2.5% | +85.7% | +83.7% |
| 3Y | +114.4% | +28.0% | +86.4% | +84.5% |
| 5Y | +248.7% | +69.8% | +178.9% | +159.6% |
| 10Y | +430.9% | +734.9% | -304.0% | +122.3% |
| All | +430.9% | +738.3% | -307.4% | +122.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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