+27.8%
ILMN vs DINO
+490.1%
-462.3%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.7% | -2.8% |
| 7D | -3.9% | +2.0% | -5.8% | -4.2% |
| 30D | +6.9% | +27.7% | -20.8% | +2.8% |
| 3M | +28.1% | +56.3% | -28.2% | +19.2% |
| 6M | +65.0% | +107.6% | -42.6% | +46.2% |
| YTD | +56.3% | +140.2% | -83.9% | +34.3% |
| 1Y | +108.7% | +113.0% | -4.3% | +82.5% |
| 3Y | +33.1% | +100.1% | -67.0% | +15.3% |
| 5Y | -54.1% | +328.7% | -382.9% | -65.5% |
| 10Y | +27.8% | +489.2% | -461.3% | -2.8% |
| All | +27.8% | +490.1% | -462.3% | -2.8% |
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