+81.8%
MDLZ vs DINO
+491.7%
-409.9%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.1% |
| 7D | +1.7% | +1.5% | +0.2% | +1.6% |
| 30D | +1.1% | +25.9% | -24.8% | -0.5% |
| 3M | -1.8% | +53.2% | -55.0% | -4.9% |
| 6M | +12.3% | +105.5% | -93.2% | +6.3% |
| YTD | +18.0% | +139.2% | -121.2% | +10.3% |
| 1Y | +3.8% | +117.4% | -113.6% | -2.4% |
| 3Y | -2.4% | +99.3% | -101.7% | -8.4% |
| 5Y | +18.4% | +333.0% | -314.6% | +2.0% |
| All | +81.8% | +491.7% | -409.9% | +55.1% |
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 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