+363.0%
NDAQ vs DINO
+492.4%
-129.4%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | -5.6% | +2.3% | -7.9% | -5.8% |
| 30D | -4.4% | +22.6% | -27.0% | -6.9% |
| 3M | +5.9% | +55.2% | -49.4% | -0.4% |
| 6M | +7.7% | +93.8% | -86.0% | -1.9% |
| YTD | -5.2% | +139.5% | -144.7% | -16.6% |
| 1Y | -3.4% | +115.3% | -118.7% | -13.9% |
| 3Y | +85.6% | +98.8% | -13.2% | +64.0% |
| 5Y | +49.5% | +333.5% | -284.0% | +14.9% |
| All | +363.0% | +492.4% | -129.4% | +223.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling