+539.2%
ISRG vs DINO
+449.5%
+89.7%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -2.0% | +5.7% | -7.7% | -2.9% |
| 30D | +5.6% | -19.6% | +25.1% | +9.1% |
| 3M | +10.5% | +11.8% | -1.3% | +7.6% |
| 6M | +2.6% | +49.0% | -46.3% | -5.5% |
| YTD | -21.7% | +128.1% | -149.8% | -34.2% |
| 1Y | -21.6% | +96.3% | -117.9% | -32.2% |
| 3Y | +57.0% | +113.8% | -56.8% | +30.2% |
| 5Y | +25.0% | +252.7% | -227.7% | -9.1% |
| All | +539.2% | +449.5% | +89.7% | +360.6% |
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