+110.9%
MO vs DINO
+492.4%
-381.5%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | +0.1% | +2.3% | -2.2% | -0.1% |
| 30D | +7.1% | +22.6% | -15.5% | +4.7% |
| 3M | -2.0% | +55.2% | -57.2% | -6.9% |
| 6M | +7.3% | +93.8% | -86.5% | -0.8% |
| YTD | +23.5% | +139.5% | -116.1% | +11.0% |
| 1Y | +11.0% | +115.3% | -104.3% | +0.9% |
| 3Y | +95.0% | +98.8% | -3.8% | +76.9% |
| 5Y | +100.6% | +333.5% | -232.9% | +59.6% |
| All | +110.9% | +492.4% | -381.5% | +58.8% |
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