+92.4%
FOXA vs DINO
+176.3%
-84.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.1% | +1.1% |
| 7D | +0.8% | +2.3% | -1.5% | +0.2% |
| 30D | +5.0% | +22.6% | -17.6% | +0.1% |
| 3M | -3.0% | +55.2% | -58.3% | -12.7% |
| 6M | +14.8% | +93.8% | -79.0% | -2.5% |
| YTD | -8.9% | +139.5% | -148.4% | -27.0% |
| 1Y | +13.3% | +115.3% | -102.0% | -7.1% |
| 3Y | +115.4% | +98.8% | +16.6% | +75.4% |
| 5Y | +95.3% | +333.5% | -238.2% | +24.9% |
| All | +92.4% | +176.3% | -84.0% | +34.5% |
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