+432.4%
DINO vs TRMB
+102.3%
+330.0%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.4% | +0.2% |
| 7D | +5.7% | +2.8% | +2.9% | +4.6% |
| 30D | -19.6% | -5.9% | -13.7% | -18.1% |
| 3M | +11.8% | -3.3% | +15.1% | +12.2% |
| 6M | +49.0% | +1.3% | +47.6% | +45.8% |
| YTD | +128.1% | -29.0% | +157.1% | +153.8% |
| 1Y | +96.3% | -27.8% | +124.1% | +116.5% |
| 3Y | +113.8% | +36.3% | +77.5% | +78.5% |
| 5Y | +252.7% | -35.8% | +288.5% | +286.7% |
| All | +432.4% | +102.3% | +330.0% | +239.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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