+474.3%
DINO vs SGI
+266.5%
+207.9%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.1% | +2.7% | +0.2% |
| 7D | +1.5% | -4.9% | +6.4% | +2.5% |
| 30D | +25.9% | +1.6% | +24.3% | +25.4% |
| 3M | +53.2% | -3.2% | +56.3% | +53.2% |
| 6M | +105.5% | -16.0% | +121.5% | +109.1% |
| YTD | +139.2% | -25.4% | +164.7% | +149.0% |
| 1Y | +117.4% | -21.6% | +139.0% | +123.0% |
| 3Y | +99.3% | +52.9% | +46.4% | +74.9% |
| 5Y | +333.0% | +47.5% | +285.5% | +271.7% |
| All | +474.3% | +266.5% | +207.9% | +272.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SGI.
Daily Out/Under-Performance
Portfolio return minus SGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGI 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 SGI 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