+432.4%
DINO vs SAN
+270.1%
+162.2%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.6% | -0.2% |
| 7D | +5.7% | +4.0% | +1.7% | +3.9% |
| 30D | -19.6% | -7.8% | -11.7% | -17.3% |
| 3M | +11.8% | -16.4% | +28.2% | +19.4% |
| 6M | +49.0% | +3.5% | +45.4% | +43.1% |
| YTD | +128.1% | +6.7% | +121.4% | +109.7% |
| 1Y | +96.3% | +14.5% | +81.8% | +73.8% |
| 3Y | +113.8% | +243.5% | -129.7% | +3.5% |
| 5Y | +252.7% | +296.2% | -43.5% | +48.3% |
| All | +432.4% | +270.1% | +162.2% | +88.0% |
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