+157.2%
EXC vs DINO
+491.7%
-334.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.7% |
| 7D | -1.6% | +1.5% | -3.1% | -1.8% |
| 30D | -2.4% | +25.9% | -28.3% | -5.0% |
| 3M | -4.0% | +53.2% | -57.1% | -8.9% |
| 6M | -9.8% | +105.5% | -115.2% | -17.7% |
| YTD | +2.3% | +139.2% | -136.9% | -8.7% |
| 1Y | +3.8% | +117.4% | -113.5% | -6.3% |
| 3Y | +19.7% | +99.3% | -79.5% | +7.9% |
| 5Y | +45.6% | +333.0% | -287.4% | +14.1% |
| All | +157.2% | +491.7% | -334.5% | +94.7% |
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