+2,715.8%
MSCI vs DINO
+639.0%
+2,076.8%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -2.1% |
| 7D | +2.8% | -15.5% | +18.3% | +6.3% |
| 30D | +15.4% | -16.0% | +31.4% | +19.3% |
| 3M | +13.4% | +17.9% | -4.5% | +8.6% |
| 6M | +10.9% | +38.5% | -27.6% | +2.1% |
| YTD | +13.0% | +115.8% | -102.9% | -6.7% |
| 1Y | +12.0% | +87.1% | -75.1% | -4.6% |
| 3Y | +34.1% | +96.5% | -62.4% | +9.9% |
| 5Y | +3.9% | +249.9% | -246.0% | -28.1% |
| 10Y | +802.0% | +472.9% | +329.2% | +371.0% |
| All | +2,715.8% | +639.0% | +2,076.8% | +899.5% |
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