+2,502.5%
LITE vs DINO
+496.4%
+2,006.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +2.8% | +8.3% | +10.4% |
| 7D | +12.6% | +4.2% | +8.4% | +11.6% |
| 30D | +9.9% | +33.9% | -23.9% | +2.5% |
| 3M | +9.3% | +50.5% | -41.3% | -1.3% |
| 6M | +75.2% | +95.2% | -19.9% | +48.2% |
| YTD | +165.5% | +140.6% | +24.9% | +112.3% |
| 1Y | +555.0% | +119.0% | +436.0% | +435.8% |
| 3Y | +1,870.5% | +100.4% | +1,770.1% | +1,502.4% |
| 5Y | +1,009.8% | +324.6% | +685.2% | +643.8% |
| 10Y | +2,502.5% | +485.3% | +2,017.2% | +1,578.5% |
| All | +2,502.5% | +496.4% | +2,006.1% | +1,578.5% |
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