+153.5%
FDX vs DINO
+449.5%
-296.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +5.2% | +5.7% | -0.5% | +3.9% |
| 30D | +11.3% | -19.6% | +30.8% | +16.4% |
| 3M | -4.1% | +11.8% | -15.9% | -7.3% |
| 6M | +9.6% | +49.0% | -39.3% | -1.3% |
| YTD | +40.9% | +128.1% | -87.2% | +13.0% |
| 1Y | +53.0% | +96.3% | -43.3% | +27.1% |
| 3Y | +74.1% | +113.8% | -39.7% | +38.0% |
| 5Y | +75.1% | +252.7% | -177.6% | +18.2% |
| All | +153.5% | +449.5% | -296.0% | +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