+475.0%
DINO vs SNY
+64.5%
+410.5%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +2.3% | -3.3% | +5.6% | +3.3% |
| 30D | +22.6% | -2.2% | +24.8% | +23.4% |
| 3M | +55.2% | -3.0% | +58.3% | +56.2% |
| 6M | +93.8% | +2.7% | +91.0% | +90.6% |
| YTD | +139.5% | -6.8% | +146.4% | +142.4% |
| 1Y | +115.3% | -5.3% | +120.6% | +116.0% |
| 3Y | +98.8% | -9.8% | +108.6% | +95.9% |
| 5Y | +333.5% | +9.7% | +323.8% | +276.5% |
| All | +475.0% | +64.5% | +410.5% | +312.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 SNY 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