+1.5%
MCD vs DINO
+40.2%
-38.8%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.0% | -5.6% | -2.2% |
| 7D | -1.9% | -2.7% | +0.8% | -2.3% |
| 30D | +16.6% | -17.2% | +33.8% | +14.2% |
| 3M | +0.9% | +18.9% | -18.0% | +3.6% |
| 6M | +1.5% | +40.6% | -39.1% | +8.9% |
| All | +1.5% | +40.2% | -38.8% | +8.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling