+430.9%
DINO vs USFD
+368.6%
+62.2%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +3.1% | -0.4% | +1.5% |
| 7D | -10.7% | +3.9% | -14.6% | -12.3% |
| 30D | -17.8% | +12.8% | -30.6% | -21.8% |
| 3M | +23.3% | +1.0% | +22.3% | +21.8% |
| 6M | +39.6% | +30.3% | +9.3% | +24.3% |
| YTD | +121.6% | +46.0% | +75.6% | +85.5% |
| 1Y | +88.2% | +49.6% | +38.6% | +55.7% |
| 3Y | +114.4% | +166.3% | -51.9% | +39.2% |
| 5Y | +248.7% | +208.4% | +40.3% | +103.9% |
| 10Y | +430.9% | +371.2% | +59.6% | +173.0% |
| All | +430.9% | +368.6% | +62.2% | +173.0% |
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