+485.3%
DINO vs SIMO
+515.6%
-30.3%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +6.2% | -3.4% | +1.7% |
| 7D | +4.2% | +14.6% | -10.4% | +1.6% |
| 30D | +33.9% | +6.2% | +27.7% | +31.8% |
| 3M | +50.5% | +3.6% | +47.0% | +46.3% |
| 6M | +95.2% | +130.8% | -35.6% | +58.3% |
| YTD | +140.6% | +195.8% | -55.2% | +82.7% |
| 1Y | +119.0% | +225.0% | -106.0% | +61.8% |
| 3Y | +100.4% | +452.3% | -351.9% | +28.2% |
| 5Y | +324.6% | +303.6% | +21.0% | +177.3% |
| 10Y | +485.3% | +528.8% | -43.5% | +209.1% |
| All | +485.3% | +515.6% | -30.3% | +209.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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