+22.3%
DIS vs DINO
+490.1%
-467.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.7% | -0.8% |
| 7D | -3.5% | +2.0% | -5.5% | -3.9% |
| 30D | +1.0% | +27.7% | -26.7% | -4.0% |
| 3M | +5.7% | +56.3% | -50.6% | -4.2% |
| 6M | +3.3% | +107.6% | -104.3% | -12.6% |
| YTD | -7.7% | +140.2% | -147.9% | -24.9% |
| 1Y | -10.0% | +113.0% | -122.9% | -24.9% |
| 3Y | +31.7% | +100.1% | -68.4% | +8.6% |
| 5Y | -42.2% | +328.7% | -370.9% | -61.0% |
| 10Y | +22.3% | +489.2% | -466.8% | -24.4% |
| All | +22.3% | +490.1% | -467.7% | -24.4% |
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