-13.6%
MSFU vs DINO
+94.1%
-107.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.9% |
| 7D | -4.9% | +5.0% | -9.9% | -4.8% |
| 30D | -9.1% | -19.9% | +10.9% | -9.7% |
| 3M | +8.7% | +16.8% | -8.1% | +8.3% |
| 6M | +48.3% | +44.8% | +3.5% | +50.1% |
| YTD | -1.6% | +128.0% | -129.7% | +5.5% |
| 1Y | -13.6% | +95.0% | -108.6% | -7.7% |
| All | -13.6% | +94.1% | -107.7% | -7.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling