+1,301.2%
FERG vs DINO
+1,458.8%
-157.5%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -1.0% |
| 7D | -1.0% | +1.5% | -2.5% | -1.1% |
| 30D | -11.8% | +25.9% | -37.7% | -13.2% |
| 3M | -1.2% | +53.2% | -54.4% | -4.3% |
| 6M | -2.3% | +105.5% | -107.8% | -7.6% |
| YTD | +0.8% | +139.2% | -138.5% | -5.9% |
| 1Y | +0.5% | +117.4% | -116.9% | -5.5% |
| 3Y | +51.4% | +99.3% | -47.9% | +41.4% |
| 5Y | +67.5% | +333.0% | -265.5% | +50.1% |
| 10Y | +348.1% | +486.9% | -138.8% | +304.3% |
| All | +1,301.2% | +1,458.8% | -157.5% | +1,260.3% |
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 1990-01-01 to 2026-09-10: 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling