+275.4%
ORCL vs DINO
+449.3%
-173.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.1% |
| 7D | +10.4% | +5.0% | +5.4% | +9.6% |
| 30D | -11.2% | -19.9% | +8.7% | -8.2% |
| 3M | -16.8% | +16.8% | -33.5% | -19.1% |
| 6M | -31.5% | +44.8% | -76.3% | -35.9% |
| YTD | -33.9% | +128.0% | -162.0% | -43.0% |
| 1Y | -43.3% | +95.0% | -138.3% | -49.8% |
| 3Y | +16.5% | +115.4% | -98.9% | -0.9% |
| 5Y | +45.4% | +252.6% | -207.2% | +10.4% |
| All | +275.4% | +449.3% | -173.9% | +149.0% |
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