+432.4%
DINO vs SBAC
+114.8%
+317.6%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.2% |
| 7D | +5.7% | +0.6% | +5.1% | +5.6% |
| 30D | -19.6% | +5.5% | -25.0% | -20.4% |
| 3M | +11.8% | +3.1% | +8.7% | +10.9% |
| 6M | +49.0% | -7.0% | +56.0% | +50.2% |
| YTD | +128.1% | +0.5% | +127.6% | +124.8% |
| 1Y | +96.3% | +0.2% | +96.1% | +93.5% |
| 3Y | +113.8% | -7.4% | +121.1% | +109.9% |
| 5Y | +252.7% | -39.7% | +292.4% | +280.6% |
| All | +432.4% | +114.8% | +317.6% | +251.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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