+605.8%
MSCI vs DINO
+496.4%
+109.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.8% | -6.5% | -4.2% |
| 7D | -2.1% | +4.2% | -6.3% | -2.7% |
| 30D | -1.7% | +33.9% | -35.6% | -5.8% |
| 3M | -8.2% | +50.5% | -58.8% | -13.6% |
| 6M | -2.4% | +95.2% | -97.6% | -11.8% |
| YTD | -2.8% | +140.6% | -143.4% | -15.2% |
| 1Y | -2.7% | +119.0% | -121.6% | -14.1% |
| 3Y | +7.3% | +100.4% | -93.1% | -5.9% |
| 5Y | -11.4% | +324.6% | -336.0% | -32.0% |
| 10Y | +605.8% | +485.3% | +120.5% | +396.0% |
| All | +605.8% | +496.4% | +109.4% | +396.0% |
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