-5.9%
SLB vs DINO
+491.7%
-497.6%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.6% |
| 7D | -2.4% | +1.5% | -3.9% | -3.2% |
| 30D | +4.9% | +25.9% | -21.0% | -7.3% |
| 3M | +1.4% | +53.2% | -51.8% | -19.7% |
| 6M | +17.6% | +105.5% | -87.8% | -21.5% |
| YTD | +48.3% | +139.2% | -90.9% | -10.1% |
| 1Y | +58.7% | +117.4% | -58.7% | +0.9% |
| 3Y | +0.6% | +99.3% | -98.7% | -35.4% |
| 5Y | +133.6% | +333.0% | -199.4% | -5.1% |
| All | -5.9% | +491.7% | -497.6% | -62.0% |
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