-38.7%
DOCS vs DINO
+238.5%
-277.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -2.0% |
| 7D | -0.8% | -15.5% | +14.7% | +0.8% |
| 30D | +17.4% | -16.0% | +33.4% | +19.2% |
| 3M | +57.4% | +17.9% | +39.4% | +53.5% |
| 6M | +26.5% | +38.5% | -12.0% | +20.6% |
| YTD | -26.6% | +115.8% | -142.4% | -34.5% |
| 1Y | -48.1% | +87.1% | -135.2% | -52.7% |
| 3Y | +52.6% | +96.5% | -43.9% | +34.2% |
| 5Y | -52.1% | +249.9% | -302.0% | -61.3% |
| All | -38.7% | +238.5% | -277.1% | -51.8% |
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