+111.9%
DOCN vs DINO
+239.5%
-127.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.9% | +2.4% | +3.1% |
| 7D | +27.4% | +5.0% | +22.4% | +25.8% |
| 30D | -29.7% | -19.9% | -9.8% | -25.5% |
| 3M | -32.5% | +16.8% | -49.2% | -35.7% |
| 6M | -42.2% | +44.8% | -87.0% | -48.4% |
| YTD | +87.2% | +128.0% | -40.9% | +47.0% |
| 1Y | +86.2% | +95.0% | -8.8% | +52.6% |
| 3Y | +257.4% | +115.4% | +142.1% | +172.3% |
| 5Y | -27.4% | +252.6% | -280.0% | -50.3% |
| All | +111.9% | +239.5% | -127.6% | +40.4% |
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