+213.3%
MCD vs DINO
+421.6%
-208.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.3% |
| 7D | +7.3% | -12.9% | +20.2% | +8.4% |
| 30D | +20.0% | -18.6% | +38.5% | +21.8% |
| 3M | +3.8% | +16.6% | -12.8% | +2.1% |
| 6M | +3.8% | +38.2% | -34.4% | +0.3% |
| YTD | -5.9% | +119.3% | -125.2% | -13.3% |
| 1Y | -3.2% | +84.3% | -87.5% | -9.4% |
| 3Y | +13.3% | +107.1% | -93.8% | +3.6% |
| 5Y | +25.2% | +249.9% | -224.7% | +5.5% |
| 10Y | +213.3% | +428.8% | -215.4% | +139.8% |
| All | +213.3% | +421.6% | -208.2% | +139.8% |
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