+193.4%
MCD vs DINO
+449.5%
-256.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -1.6% | +5.7% | -7.3% | -2.1% |
| 30D | +14.1% | -19.6% | +33.7% | +16.0% |
| 3M | +0.6% | +11.8% | -11.2% | -0.6% |
| 6M | 0.0% | +49.0% | -48.9% | -3.9% |
| YTD | -9.3% | +128.1% | -137.4% | -16.7% |
| 1Y | -9.3% | +96.3% | -105.6% | -15.5% |
| 3Y | +8.6% | +113.8% | -105.2% | -0.9% |
| 5Y | +21.9% | +252.7% | -230.8% | +2.8% |
| All | +193.4% | +449.5% | -256.1% | +127.0% |
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