+13.8%
KMB vs DINO
+491.7%
-477.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.2% |
| 7D | -7.7% | +1.5% | -9.2% | -7.7% |
| 30D | -8.2% | +25.9% | -34.1% | -8.6% |
| 3M | -1.9% | +53.2% | -55.1% | -2.8% |
| 6M | -0.7% | +105.5% | -106.1% | -2.5% |
| YTD | +1.4% | +139.2% | -137.9% | -1.0% |
| 1Y | -19.1% | +117.4% | -136.5% | -20.8% |
| 3Y | -12.6% | +99.3% | -111.9% | -14.5% |
| 5Y | -12.7% | +333.0% | -345.7% | -17.9% |
| All | +13.8% | +491.7% | -477.9% | +0.1% |
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