+475.0%
DINO vs TRI
+196.2%
+278.7%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.4% |
| 7D | +2.3% | -7.9% | +10.2% | +4.5% |
| 30D | +22.6% | -4.5% | +27.1% | +23.7% |
| 3M | +55.2% | +22.1% | +33.1% | +43.8% |
| 6M | +93.8% | -2.8% | +96.5% | +91.3% |
| YTD | +139.5% | -23.4% | +162.9% | +155.5% |
| 1Y | +115.3% | -41.5% | +156.8% | +155.4% |
| 3Y | +98.8% | -19.2% | +118.0% | +97.0% |
| 5Y | +333.5% | -9.4% | +342.9% | +297.7% |
| All | +475.0% | +196.2% | +278.7% | +168.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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