+31.9%
DIS vs DINO
+449.5%
-417.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +1.9% | +5.7% | -3.8% | +0.8% |
| 30D | +9.2% | -19.6% | +28.7% | +13.6% |
| 3M | +13.5% | +11.8% | +1.7% | +10.1% |
| 6M | +14.3% | +49.0% | -34.7% | +3.6% |
| YTD | +5.4% | +128.1% | -122.7% | -14.3% |
| 1Y | +12.2% | +96.3% | -84.1% | -5.7% |
| 3Y | +37.2% | +113.8% | -76.6% | +10.3% |
| 5Y | -23.1% | +252.7% | -275.8% | -46.6% |
| All | +31.9% | +449.5% | -417.6% | -20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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