+475.0%
DINO vs SONY
+293.1%
+181.9%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -0.4% |
| 7D | +2.3% | -2.7% | +5.0% | +3.2% |
| 30D | +22.6% | +1.5% | +21.1% | +21.9% |
| 3M | +55.2% | +13.0% | +42.2% | +48.3% |
| 6M | +93.8% | +11.2% | +82.5% | +84.6% |
| YTD | +139.5% | -6.6% | +146.2% | +142.6% |
| 1Y | +115.3% | -18.1% | +133.4% | +128.2% |
| 3Y | +98.8% | +42.1% | +56.7% | +67.3% |
| 5Y | +333.5% | +11.0% | +322.4% | +291.5% |
| All | +475.0% | +293.1% | +181.9% | +220.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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