+469.6%
DINO vs USFD
+326.4%
+143.2%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.6% |
| 7D | +5.7% | -3.0% | +8.7% | +6.9% |
| 30D | +27.8% | +3.5% | +24.3% | +25.9% |
| 3M | +45.6% | +26.6% | +19.1% | +32.3% |
| 6M | +88.5% | +11.7% | +76.8% | +78.2% |
| YTD | +134.1% | +38.1% | +96.0% | +101.8% |
| 1Y | +111.1% | +33.4% | +77.7% | +83.9% |
| 3Y | +109.1% | +155.8% | -46.7% | +38.9% |
| 5Y | +307.2% | +214.0% | +93.1% | +137.1% |
| All | +469.6% | +326.4% | +143.2% | +225.8% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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