-40.6%
FIS vs DINO
+492.4%
-533.0%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | 0.0% | +0.1% |
| 7D | -7.9% | +2.3% | -10.2% | -8.3% |
| 30D | -8.0% | +22.6% | -30.6% | -11.1% |
| 3M | +0.6% | +55.2% | -54.6% | -6.9% |
| 6M | -22.2% | +93.8% | -116.0% | -30.9% |
| YTD | -40.8% | +139.5% | -180.3% | -49.7% |
| 1Y | -41.5% | +115.3% | -156.8% | -49.5% |
| 3Y | -25.5% | +98.8% | -124.3% | -36.1% |
| 5Y | -64.8% | +333.5% | -398.3% | -74.4% |
| All | -40.6% | +492.4% | -533.0% | -59.1% |
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