-21.1%
GIS vs DINO
+492.4%
-513.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | -6.4% | +2.3% | -8.7% | -6.4% |
| 30D | -6.1% | +22.6% | -28.7% | -6.7% |
| 3M | +7.8% | +55.2% | -47.4% | +6.3% |
| 6M | -8.8% | +93.8% | -102.6% | -10.7% |
| YTD | -19.1% | +139.5% | -158.6% | -21.5% |
| 1Y | -24.8% | +115.3% | -140.1% | -26.7% |
| 3Y | -37.6% | +98.8% | -136.3% | -39.3% |
| 5Y | -25.4% | +333.5% | -358.9% | -30.2% |
| All | -21.1% | +492.4% | -513.5% | -29.7% |
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