+210.2%
INTU vs DINO
+494.0%
-283.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | -8.5% | +2.0% | -10.4% | -8.8% |
| 30D | -6.1% | +27.7% | -33.8% | -10.0% |
| 3M | +7.3% | +56.3% | -49.0% | -0.9% |
| 6M | -33.2% | +107.6% | -140.8% | -41.2% |
| YTD | -52.2% | +140.2% | -192.3% | -59.2% |
| 1Y | -52.7% | +113.0% | -165.7% | -58.8% |
| 3Y | -41.6% | +100.1% | -141.7% | -49.7% |
| 5Y | -42.6% | +328.7% | -371.4% | -58.2% |
| All | +210.2% | +494.0% | -283.8% | +121.6% |
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