+58.3%
DINT vs SPY
+224.1%
-165.8%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -1.6% |
| 7D | -1.3% | -0.9% | -0.4% | -0.7% |
| 30D | -1.0% | -2.4% | +1.4% | +0.9% |
| 3M | -7.8% | -1.2% | -6.6% | -7.1% |
| 6M | -5.8% | +3.3% | -9.1% | -8.5% |
| YTD | -1.6% | +12.3% | -13.9% | -10.7% |
| 1Y | -0.1% | +12.4% | -12.6% | -9.5% |
| 3Y | +68.0% | +78.8% | -10.9% | +2.8% |
| 5Y | +45.7% | +75.2% | -29.5% | -9.6% |
| All | +58.3% | +224.1% | -165.8% | -40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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