+74.3%
F vs DINO
+421.6%
-347.3%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.5% |
| 7D | +1.0% | -12.9% | +13.8% | +4.6% |
| 30D | +2.1% | -18.6% | +20.7% | +7.4% |
| 3M | -10.3% | +16.6% | -26.9% | -15.0% |
| 6M | +3.3% | +38.2% | -34.9% | -7.5% |
| YTD | -2.0% | +119.3% | -121.3% | -24.7% |
| 1Y | -2.3% | +84.3% | -86.6% | -20.9% |
| 3Y | +49.9% | +107.1% | -57.2% | +13.9% |
| 5Y | -12.5% | +249.9% | -262.4% | -45.2% |
| 10Y | +74.3% | +428.8% | -354.5% | -9.6% |
| All | +74.3% | +421.6% | -347.3% | -9.6% |
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