+303.6%
DINO vs TMF
-87.5%
+391.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.7% |
| 7D | +5.7% | -1.4% | +7.2% | +5.6% |
| 30D | +27.8% | -2.8% | +30.7% | +27.6% |
| 3M | +45.6% | -10.9% | +56.5% | +44.7% |
| 6M | +88.5% | -21.3% | +109.8% | +86.3% |
| YTD | +134.1% | -15.9% | +150.0% | +132.2% |
| 1Y | +111.1% | -15.7% | +126.8% | +109.5% |
| 3Y | +109.1% | -43.4% | +152.5% | +104.1% |
| All | +303.6% | -87.5% | +391.1% | +228.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 5y: compounded portfolio wealth divided by compounded TMF 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…
5y analysis · Full analysis span regression · 6 months rolling