+22.7%
MCD vs DINO
+245.4%
-222.6%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.5% |
| 7D | +7.1% | -15.5% | +22.6% | +7.4% |
| 30D | +19.8% | -16.0% | +35.7% | +20.0% |
| 3M | +0.8% | +17.9% | -17.1% | +0.2% |
| 6M | -1.3% | +38.5% | -39.8% | -2.3% |
| YTD | -7.8% | +115.8% | -123.6% | -10.6% |
| 1Y | -5.0% | +87.1% | -92.1% | -7.2% |
| 3Y | +10.5% | +96.5% | -86.0% | +6.6% |
| All | +22.7% | +245.4% | -222.6% | +12.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling