-17.3%
SLB vs DINO
+421.6%
-438.9%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.4% |
| 7D | -4.3% | -12.9% | +8.6% | +2.6% |
| 30D | +1.9% | -18.6% | +20.5% | +12.6% |
| 3M | -5.7% | +16.6% | -22.3% | -14.7% |
| 6M | -5.3% | +38.2% | -43.5% | -22.7% |
| YTD | +32.2% | +119.3% | -87.2% | -18.5% |
| 1Y | +38.5% | +84.3% | -45.8% | -6.1% |
| 3Y | +1.1% | +107.1% | -106.0% | -38.2% |
| 5Y | +70.3% | +249.9% | -179.7% | -25.7% |
| 10Y | -17.3% | +428.8% | -446.1% | -69.0% |
| All | -17.3% | +421.6% | -438.9% | -69.0% |
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