+2,785.5%
MSCI vs DINO
+651.0%
+2,134.4%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +1.8% |
| 7D | +2.7% | -12.9% | +15.5% | +5.5% |
| 30D | +16.2% | -18.6% | +34.8% | +21.0% |
| 3M | +17.1% | +16.6% | +0.5% | +12.4% |
| 6M | +13.0% | +38.2% | -25.1% | +4.1% |
| YTD | +15.8% | +119.3% | -103.6% | -4.7% |
| 1Y | +15.5% | +84.3% | -68.8% | -1.3% |
| 3Y | +32.3% | +107.1% | -74.8% | +7.2% |
| 5Y | +8.2% | +249.9% | -241.8% | -25.1% |
| 10Y | +800.7% | +428.8% | +371.9% | +383.3% |
| All | +2,785.5% | +651.0% | +2,134.4% | +920.6% |
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 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