+72.3%
MSFT vs DINO
+328.2%
-255.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | -1.0% | +2.0% | -3.0% | -1.2% |
| 30D | -2.7% | +27.7% | -30.3% | -5.2% |
| 3M | +22.1% | +56.3% | -34.2% | +16.5% |
| 6M | +20.6% | +107.6% | -87.0% | +11.2% |
| YTD | +2.3% | +140.2% | -137.9% | -7.6% |
| 1Y | -0.5% | +113.0% | -113.5% | -9.0% |
| 3Y | +50.5% | +100.1% | -49.5% | +34.7% |
| 5Y | +72.3% | +328.7% | -256.4% | +39.2% |
| All | +72.3% | +328.2% | -255.8% | +39.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling