+263.7%
QCOM vs DINO
+496.4%
-232.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.8% | +0.4% | +2.6% |
| 7D | +5.1% | +4.2% | +0.9% | +4.2% |
| 30D | +4.3% | +33.9% | -29.6% | -2.1% |
| 3M | -19.6% | +50.5% | -70.2% | -26.7% |
| 6M | +29.5% | +95.2% | -65.7% | +11.4% |
| YTD | +3.4% | +140.6% | -137.2% | -15.4% |
| 1Y | +10.9% | +119.0% | -108.1% | -7.5% |
| 3Y | +74.8% | +100.4% | -25.6% | +44.9% |
| 5Y | +36.2% | +324.6% | -288.4% | -4.4% |
| 10Y | +263.7% | +485.3% | -221.6% | +141.4% |
| All | +263.7% | +496.4% | -232.6% | +141.4% |
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