+284.0%
FITB vs DINO
+492.4%
-208.4%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | -0.3% | +2.3% | -2.6% | -1.2% |
| 30D | -5.7% | +22.6% | -28.3% | -13.0% |
| 3M | +3.2% | +55.2% | -52.1% | -13.8% |
| 6M | +23.4% | +93.8% | -70.4% | -6.6% |
| YTD | +18.8% | +139.5% | -120.7% | -18.4% |
| 1Y | +25.0% | +115.3% | -90.3% | -10.8% |
| 3Y | +131.2% | +98.8% | +32.4% | +64.8% |
| 5Y | +70.7% | +333.5% | -262.8% | -17.5% |
| All | +284.0% | +492.4% | -208.4% | +52.1% |
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