+92.6%
EWZ vs DINO
+490.1%
-397.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.4% |
| 7D | -0.1% | +2.0% | -2.0% | -0.5% |
| 30D | +8.2% | +27.7% | -19.5% | +1.6% |
| 3M | +13.3% | +56.3% | -43.0% | +0.6% |
| 6M | +3.6% | +107.6% | -104.0% | -15.2% |
| YTD | +21.0% | +140.2% | -119.2% | -5.5% |
| 1Y | +34.7% | +113.0% | -78.3% | +8.4% |
| 3Y | +48.3% | +100.1% | -51.8% | +18.1% |
| 5Y | +60.1% | +328.7% | -268.7% | -1.5% |
| 10Y | +92.6% | +489.2% | -396.6% | +4.8% |
| All | +92.6% | +490.1% | -397.5% | +4.8% |
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