+3,172.5%
MMM vs DINO
+18,239.3%
-15,066.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.4% | +0.5% |
| 7D | +7.0% | -12.9% | +19.8% | +9.1% |
| 30D | +18.4% | -18.6% | +37.0% | +21.9% |
| 3M | +4.5% | +16.6% | -12.1% | +1.4% |
| 6M | +33.4% | +38.2% | -4.7% | +25.6% |
| YTD | +20.0% | +119.3% | -99.4% | +4.1% |
| 1Y | +15.0% | +84.3% | -69.3% | +2.6% |
| 3Y | +165.0% | +107.1% | +57.9% | +128.7% |
| 5Y | +47.9% | +249.9% | -202.0% | +14.8% |
| 10Y | +79.6% | +428.8% | -349.1% | +22.5% |
| All | +3,172.5% | +18,239.3% | -15,066.8% | +1,230.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling