+370.1%
ISRG vs DINO
+490.1%
-120.0%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.0% | +0.9% |
| 7D | -5.0% | +2.0% | -7.0% | -5.3% |
| 30D | -10.2% | +27.7% | -37.9% | -13.9% |
| 3M | -17.2% | +56.3% | -73.5% | -23.6% |
| 6M | -28.4% | +107.6% | -136.0% | -37.6% |
| YTD | -37.6% | +140.2% | -177.8% | -47.4% |
| 1Y | -24.4% | +113.0% | -137.4% | -34.9% |
| 3Y | +18.4% | +100.1% | -81.6% | +0.8% |
| 5Y | -1.0% | +328.7% | -329.7% | -29.4% |
| 10Y | +370.1% | +489.2% | -119.0% | +253.4% |
| All | +370.1% | +490.1% | -120.0% | +253.4% |
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