+562.3%
SE vs DINO
+293.2%
+269.1%
-90.5%
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% | -0.9% |
| 7D | -4.8% | +1.5% | -6.3% | -5.0% |
| 30D | -18.1% | +25.9% | -44.0% | -21.6% |
| 3M | +30.6% | +53.2% | -22.5% | +20.0% |
| 6M | +20.8% | +105.5% | -84.7% | +3.8% |
| YTD | -15.6% | +139.2% | -154.8% | -30.2% |
| 1Y | -44.2% | +117.4% | -161.6% | -53.0% |
| 3Y | +181.5% | +99.3% | +82.3% | +135.1% |
| 5Y | -66.9% | +333.0% | -399.9% | -76.5% |
| All | +562.3% | +293.2% | +269.1% | +289.0% |
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