+474.3%
DINO vs SPG
+64.3%
+410.0%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | +1.5% | -2.2% | +3.7% | +2.5% |
| 30D | +25.9% | -5.8% | +31.7% | +29.2% |
| 3M | +53.2% | -2.8% | +56.0% | +54.6% |
| 6M | +105.5% | +8.9% | +96.6% | +95.4% |
| YTD | +139.2% | +14.3% | +125.0% | +122.4% |
| 1Y | +117.4% | +19.5% | +97.9% | +97.6% |
| 3Y | +99.3% | +106.9% | -7.6% | +38.9% |
| 5Y | +333.0% | +108.7% | +224.3% | +191.7% |
| All | +474.3% | +64.3% | +410.0% | +254.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded SPG 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling