+290.2%
DINO vs S
-57.7%
+347.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.2% | -0.2% |
| 7D | +2.0% | -1.2% | +3.2% | +2.0% |
| 30D | +27.7% | -12.6% | +40.2% | +28.5% |
| 3M | +56.3% | +27.6% | +28.7% | +53.8% |
| 6M | +107.6% | +35.5% | +72.1% | +103.0% |
| YTD | +140.2% | +29.6% | +110.6% | +135.2% |
| 1Y | +113.0% | +8.1% | +104.9% | +110.5% |
| 3Y | +100.1% | +14.8% | +85.3% | +96.2% |
| 5Y | +328.7% | -70.6% | +399.3% | +333.7% |
| All | +290.2% | -57.7% | +347.9% | +301.0% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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