+140.2%
NI vs DINO
+492.4%
-352.2%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | 0.0% | +2.3% | -2.3% | -0.2% |
| 30D | -1.4% | +22.6% | -24.0% | -3.7% |
| 3M | -10.6% | +55.2% | -65.8% | -15.1% |
| 6M | -9.3% | +93.8% | -103.1% | -16.4% |
| YTD | +1.1% | +139.5% | -138.4% | -9.3% |
| 1Y | +3.4% | +115.3% | -111.9% | -6.3% |
| 3Y | +67.9% | +98.8% | -30.9% | +51.7% |
| 5Y | +98.0% | +333.5% | -235.5% | +58.6% |
| All | +140.2% | +492.4% | -352.2% | +79.1% |
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