+230.9%
QCOM vs DINO
+503.4%
-272.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.7% | +1.0% | +3.1% |
| 7D | +5.8% | -10.7% | +16.5% | +8.2% |
| 30D | -2.3% | -17.8% | +15.5% | +1.4% |
| 3M | +2.7% | +23.3% | -20.6% | -2.7% |
| 6M | -21.0% | +39.6% | -60.6% | -27.4% |
| YTD | +1.8% | +121.6% | -119.8% | -16.2% |
| 1Y | +2.4% | +88.2% | -85.8% | -12.6% |
| 3Y | +52.1% | +114.4% | -62.3% | +23.2% |
| 5Y | +14.6% | +248.7% | -234.0% | -17.5% |
| 10Y | +230.9% | +430.9% | -200.0% | +111.1% |
| All | +230.9% | +503.4% | -272.5% | +111.1% |
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