+50.3%
EWZ vs DINO
+503.4%
-453.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.7% | -0.7% | +1.3% |
| 7D | +1.4% | -10.7% | +12.1% | +4.1% |
| 30D | -25.1% | -17.8% | -7.3% | -21.8% |
| 3M | -7.7% | +23.3% | -31.0% | -13.5% |
| 6M | -15.8% | +39.6% | -55.4% | -24.1% |
| YTD | +3.6% | +121.6% | -117.9% | -18.7% |
| 1Y | +5.5% | +88.2% | -82.7% | -13.5% |
| 3Y | +22.1% | +114.4% | -92.3% | -6.2% |
| 5Y | +58.3% | +248.7% | -190.3% | +0.9% |
| 10Y | +50.3% | +430.9% | -380.6% | -30.0% |
| All | +50.3% | +503.4% | -453.1% | -30.0% |
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