+550.7%
ISRG vs DINO
+447.4%
+103.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.0% | -3.1% | -0.6% |
| 7D | -6.8% | -2.7% | -4.0% | -6.3% |
| 30D | +5.1% | -17.2% | +22.4% | +8.1% |
| 3M | +12.0% | +18.9% | -6.9% | +7.9% |
| 6M | +7.0% | +40.6% | -33.6% | -0.5% |
| YTD | -20.6% | +125.9% | -146.6% | -33.2% |
| 1Y | -21.4% | +90.9% | -112.4% | -31.8% |
| 3Y | +62.0% | +113.4% | -51.4% | +34.3% |
| 5Y | +28.1% | +258.3% | -230.2% | -7.2% |
| 10Y | +550.7% | +446.1% | +104.6% | +369.9% |
| All | +550.7% | +447.4% | +103.3% | +369.9% |
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