+513.2%
MA vs DINO
+490.1%
+23.1%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | -3.5% | +2.0% | -5.5% | -3.9% |
| 30D | +0.8% | +27.7% | -26.9% | -4.7% |
| 3M | +14.8% | +56.3% | -41.5% | +3.4% |
| 6M | +10.0% | +107.6% | -97.6% | -7.9% |
| YTD | -0.1% | +140.2% | -140.3% | -19.7% |
| 1Y | -2.2% | +113.0% | -115.2% | -19.4% |
| 3Y | +39.3% | +100.1% | -60.8% | +13.5% |
| 5Y | +66.3% | +328.7% | -262.4% | +6.4% |
| 10Y | +513.2% | +489.2% | +24.1% | +267.6% |
| All | +513.2% | +490.1% | +23.1% | +267.6% |
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