+474.3%
DINO vs THC
+1,021.1%
-546.8%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.7% | 0.0% |
| 7D | +1.5% | 0.0% | +1.5% | +1.4% |
| 30D | +25.9% | +1.5% | +24.4% | +25.4% |
| 3M | +53.2% | +59.9% | -6.7% | +37.5% |
| 6M | +105.5% | +11.0% | +94.5% | +98.0% |
| YTD | +139.2% | +32.6% | +106.7% | +120.7% |
| 1Y | +117.4% | +37.4% | +80.0% | +98.1% |
| 3Y | +99.3% | +252.5% | -153.3% | +42.0% |
| 5Y | +333.0% | +262.3% | +70.7% | +189.3% |
| All | +474.3% | +1,021.1% | -546.8% | +194.3% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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