+25.2%
MSFU vs DINO
+110.3%
-85.1%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.0% | -3.3% | -4.2% |
| 7D | +4.0% | -12.9% | +16.9% | +6.2% |
| 30D | -2.3% | -18.6% | +16.3% | +0.8% |
| 3M | +7.1% | +16.6% | -9.5% | +2.8% |
| 6M | +48.9% | +38.2% | +10.8% | +38.4% |
| YTD | +2.4% | +119.3% | -116.9% | -15.8% |
| 1Y | -8.1% | +84.3% | -92.4% | -20.6% |
| 3Y | +25.2% | +107.1% | -82.0% | -6.4% |
| All | +25.2% | +110.3% | -85.1% | -6.4% |
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