+51.2%
MMM vs DINO
+491.7%
-440.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.9% |
| 7D | -3.2% | +1.5% | -4.7% | -3.5% |
| 30D | -10.7% | +25.9% | -36.6% | -14.2% |
| 3M | +4.3% | +53.2% | -48.9% | -3.5% |
| 6M | +5.9% | +105.5% | -99.6% | -7.6% |
| YTD | +3.2% | +139.2% | -136.1% | -12.8% |
| 1Y | +8.0% | +117.4% | -109.4% | -7.3% |
| 3Y | +99.1% | +99.3% | -0.2% | +69.9% |
| 5Y | +25.7% | +333.0% | -307.3% | -8.8% |
| All | +51.2% | +491.7% | -440.6% | +10.6% |
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