+50.9%
O vs DINO
+491.7%
-440.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.8% |
| 7D | -3.5% | +1.5% | -5.0% | -3.7% |
| 30D | -3.3% | +25.9% | -29.2% | -6.3% |
| 3M | -2.8% | +53.2% | -56.0% | -8.4% |
| 6M | -5.8% | +105.5% | -111.2% | -14.9% |
| YTD | +9.4% | +139.2% | -129.9% | -3.6% |
| 1Y | +5.7% | +117.4% | -111.7% | -5.8% |
| 3Y | +27.2% | +99.3% | -72.1% | +13.1% |
| 5Y | +17.2% | +333.0% | -315.8% | -10.5% |
| All | +50.9% | +491.7% | -440.8% | +12.2% |
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