+476.6%
DINO vs SPG
+64.2%
+412.3%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.3% | +0.9% |
| 7D | +2.0% | -1.7% | +3.6% | +2.7% |
| 30D | +27.7% | -6.3% | +33.9% | +31.4% |
| 3M | +56.3% | -2.4% | +58.7% | +57.5% |
| 6M | +107.6% | +9.6% | +97.9% | +96.7% |
| YTD | +140.2% | +14.2% | +126.0% | +123.3% |
| 1Y | +113.0% | +19.3% | +93.7% | +93.7% |
| 3Y | +100.1% | +106.7% | -6.6% | +39.5% |
| 5Y | +328.7% | +104.2% | +224.5% | +191.8% |
| All | +476.6% | +64.2% | +412.3% | +256.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling