+1,649.4%
QLD vs DINO
+480.4%
+1,169.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.5% |
| 7D | +0.6% | +5.7% | -5.2% | -1.1% |
| 30D | -0.1% | +27.8% | -28.0% | -7.4% |
| 3M | -8.4% | +45.6% | -54.0% | -18.8% |
| 6M | +32.2% | +88.5% | -56.3% | +7.0% |
| YTD | +28.9% | +134.1% | -105.2% | -3.5% |
| 1Y | +43.8% | +111.1% | -67.3% | +11.0% |
| 3Y | +176.6% | +109.1% | +67.5% | +107.2% |
| 5Y | +121.6% | +307.2% | -185.6% | +29.9% |
| All | +1,649.4% | +480.4% | +1,169.0% | +893.6% |
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