+105.1%
DOCN vs DINO
+236.4%
-131.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +3.0% | +6.6% | +8.8% |
| 7D | +3.7% | -2.7% | +6.4% | +4.9% |
| 30D | -33.7% | -17.2% | -16.4% | -30.3% |
| 3M | -27.9% | +18.9% | -46.8% | -31.7% |
| 6M | -46.4% | +40.6% | -87.0% | -51.8% |
| YTD | +81.1% | +125.9% | -44.8% | +42.6% |
| 1Y | +74.3% | +90.9% | -16.6% | +43.7% |
| 3Y | +245.8% | +113.4% | +132.5% | +164.1% |
| 5Y | -23.7% | +258.3% | -282.1% | -47.9% |
| All | +105.1% | +236.4% | -131.3% | +36.2% |
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