+113.8%
MSTR vs DINO
+313.0%
-199.2%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +2.8% | -7.1% | -5.4% |
| 7D | +9.3% | +4.2% | +5.1% | +7.7% |
| 30D | +36.5% | +33.9% | +2.6% | +22.1% |
| 3M | +7.3% | +50.5% | -43.2% | -8.5% |
| 6M | +2.2% | +95.2% | -92.9% | -22.1% |
| YTD | -10.2% | +140.6% | -150.7% | -37.0% |
| 1Y | -58.6% | +119.0% | -177.6% | -70.0% |
| 3Y | +283.2% | +100.4% | +182.8% | +171.0% |
| 5Y | +113.8% | +324.6% | -210.8% | +4.5% |
| All | +113.8% | +313.0% | -199.2% | +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 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