+562.2%
NTAP vs DINO
+449.5%
+112.7%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.6% | -2.5% |
| 7D | +7.2% | +5.7% | +1.5% | +5.6% |
| 30D | -18.4% | -19.6% | +1.2% | -13.3% |
| 3M | -11.3% | +11.8% | -23.1% | -14.5% |
| 6M | +53.8% | +49.0% | +4.8% | +36.0% |
| YTD | +72.0% | +128.1% | -56.1% | +33.4% |
| 1Y | +68.0% | +96.3% | -28.3% | +35.9% |
| 3Y | +149.5% | +113.8% | +35.7% | +91.0% |
| 5Y | +125.6% | +252.7% | -127.1% | +41.3% |
| All | +562.2% | +449.5% | +112.7% | +278.6% |
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