+270.6%
DINO vs S
-51.7%
+322.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | +5.7% | +2.0% | +3.7% | +5.5% |
| 30D | -19.6% | -2.7% | -16.8% | -19.5% |
| 3M | +11.8% | -6.9% | +18.7% | +11.9% |
| 6M | +49.0% | +38.1% | +10.9% | +45.5% |
| YTD | +128.1% | +48.0% | +80.1% | +121.3% |
| 1Y | +96.3% | +34.5% | +61.8% | +91.3% |
| 3Y | +113.8% | +38.3% | +75.5% | +107.4% |
| 5Y | +252.7% | -70.9% | +323.6% | +254.4% |
| All | +270.6% | -51.7% | +322.3% | +277.2% |
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