+1,017.5%
MDB vs DINO
+303.4%
+714.1%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.8% | +0.7% |
| 7D | -4.5% | +2.0% | -6.5% | -4.9% |
| 30D | -14.0% | +27.7% | -41.7% | -17.5% |
| 3M | +5.3% | +56.3% | -51.0% | -2.7% |
| 6M | +31.9% | +107.6% | -75.7% | +16.0% |
| YTD | -14.6% | +140.2% | -154.8% | -27.3% |
| 1Y | +8.2% | +113.0% | -104.7% | -6.0% |
| 3Y | -5.0% | +100.1% | -105.1% | -18.6% |
| 5Y | -24.5% | +328.7% | -353.3% | -42.1% |
| All | +1,017.5% | +303.4% | +714.1% | +916.4% |
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