-12.1%
DOW vs DINO
+166.4%
-178.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.1% |
| 7D | -1.4% | +2.3% | -3.7% | -2.3% |
| 30D | -3.9% | +22.6% | -26.6% | -11.7% |
| 3M | -12.7% | +55.2% | -67.9% | -27.5% |
| 6M | -13.7% | +93.8% | -107.5% | -34.4% |
| YTD | +28.4% | +139.5% | -111.1% | -11.1% |
| 1Y | +21.8% | +115.3% | -93.6% | -12.2% |
| 3Y | -35.7% | +98.8% | -134.5% | -53.7% |
| 5Y | -36.8% | +333.5% | -370.3% | -68.8% |
| All | -12.1% | +166.4% | -178.5% | -54.3% |
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