+476.6%
DINO vs SAN
+348.5%
+128.1%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.1% | +0.4% |
| 7D | +2.0% | -0.5% | +2.4% | +2.2% |
| 30D | +27.7% | -0.1% | +27.7% | +27.7% |
| 3M | +56.3% | +19.6% | +36.7% | +43.2% |
| 6M | +107.6% | +32.7% | +74.9% | +78.0% |
| YTD | +140.2% | +26.7% | +113.5% | +107.5% |
| 1Y | +113.0% | +51.6% | +61.3% | +67.5% |
| 3Y | +100.1% | +348.7% | -248.7% | -13.3% |
| 5Y | +328.7% | +378.7% | -50.0% | +68.3% |
| All | +476.6% | +348.5% | +128.1% | +101.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 SAN 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