+433.8%
MAR vs DINO
+492.4%
-58.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.7% |
| 7D | -0.5% | +2.3% | -2.8% | -1.2% |
| 30D | -5.4% | +22.6% | -28.1% | -10.9% |
| 3M | -15.5% | +55.2% | -70.7% | -26.0% |
| 6M | +3.0% | +93.8% | -90.8% | -16.4% |
| YTD | +8.5% | +139.5% | -131.0% | -18.2% |
| 1Y | +26.0% | +115.3% | -89.4% | -2.2% |
| 3Y | +68.6% | +98.8% | -30.2% | +29.9% |
| 5Y | +157.4% | +333.5% | -176.1% | +45.7% |
| All | +433.8% | +492.4% | -58.6% | +179.5% |
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