+37.0%
MDT vs DINO
+492.4%
-455.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | -3.4% | +2.3% | -5.7% | -3.7% |
| 30D | +0.2% | +22.6% | -22.4% | -2.8% |
| 3M | +14.3% | +55.2% | -41.0% | +6.8% |
| 6M | +4.0% | +93.8% | -89.8% | -6.5% |
| YTD | -3.7% | +139.5% | -143.2% | -16.7% |
| 1Y | -0.4% | +115.3% | -115.7% | -12.4% |
| 3Y | +23.3% | +98.8% | -75.5% | +7.8% |
| 5Y | -18.9% | +333.5% | -352.4% | -40.3% |
| All | +37.0% | +492.4% | -455.4% | -1.6% |
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