+36.3%
DIS vs DINO
+421.6%
-385.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.3% |
| 7D | +4.4% | -12.9% | +17.3% | +7.1% |
| 30D | +10.3% | -18.6% | +28.9% | +14.5% |
| 3M | +15.5% | +16.6% | -1.1% | +11.0% |
| 6M | +11.2% | +38.2% | -26.9% | +2.4% |
| YTD | +5.6% | +119.3% | -113.8% | -13.4% |
| 1Y | +7.7% | +84.3% | -76.5% | -8.2% |
| 3Y | +39.3% | +107.1% | -67.8% | +12.7% |
| 5Y | -29.5% | +249.9% | -279.5% | -51.0% |
| 10Y | +36.3% | +428.8% | -392.5% | -16.6% |
| All | +36.3% | +421.6% | -385.3% | -16.6% |
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