+235.2%
INTU vs DINO
+446.5%
-211.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.8% |
| 7D | -4.1% | +4.5% | -8.6% | -4.9% |
| 30D | +12.8% | -20.3% | +33.2% | +16.9% |
| 3M | +2.1% | +16.2% | -14.1% | -1.1% |
| 6M | -11.5% | +44.1% | -55.5% | -17.5% |
| YTD | -47.9% | +126.9% | -174.8% | -55.5% |
| 1Y | -47.7% | +94.0% | -141.7% | -54.0% |
| 3Y | -34.0% | +114.2% | -148.2% | -44.2% |
| 5Y | -43.5% | +250.8% | -294.3% | -57.7% |
| All | +235.2% | +446.5% | -211.3% | +140.0% |
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