+26.9%
MSFU vs DINO
+106.4%
-79.5%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.8% | -5.1% | -2.8% |
| 7D | -3.2% | +4.2% | -7.3% | -3.9% |
| 30D | -3.1% | +33.9% | -37.0% | -8.5% |
| 3M | +35.3% | +50.5% | -15.3% | +25.2% |
| 6M | +31.6% | +95.2% | -63.6% | +14.7% |
| YTD | -9.5% | +140.6% | -150.1% | -25.7% |
| 1Y | -18.4% | +119.0% | -137.4% | -31.5% |
| 3Y | +26.9% | +100.4% | -73.4% | -4.5% |
| All | +26.9% | +106.4% | -79.5% | -4.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling