+70.7%
MSFU vs DINO
+142.8%
-72.1%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.9% |
| 7D | -2.3% | +2.0% | -4.3% | -2.7% |
| 30D | -6.3% | +27.7% | -33.9% | -10.6% |
| 3M | +40.0% | +56.3% | -16.3% | +28.6% |
| 6M | +30.1% | +107.6% | -77.5% | +12.3% |
| YTD | -10.3% | +140.2% | -150.5% | -25.7% |
| 1Y | -19.0% | +113.0% | -132.0% | -31.1% |
| 3Y | +25.8% | +100.1% | -74.3% | +0.1% |
| All | +70.7% | +142.8% | -72.1% | +28.0% |
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