+2,417.1%
MSCI vs DINO
+701.6%
+1,715.5%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.1% |
| 7D | +0.4% | +5.7% | -5.3% | -0.8% |
| 30D | +0.6% | +27.8% | -27.3% | -4.8% |
| 3M | -7.1% | +45.6% | -52.7% | -14.8% |
| 6M | +0.8% | +88.5% | -87.6% | -13.0% |
| YTD | +1.0% | +134.1% | -133.1% | -17.6% |
| 1Y | +4.3% | +111.1% | -106.8% | -13.2% |
| 3Y | +9.9% | +109.1% | -99.2% | -10.7% |
| 5Y | -6.8% | +307.2% | -313.9% | -37.5% |
| 10Y | +614.7% | +495.9% | +118.7% | +271.7% |
| All | +2,417.1% | +701.6% | +1,715.5% | +783.1% |
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