+1.5%
SMR vs DINO
+316.1%
-314.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.4% | -5.2% | -5.4% |
| 7D | +4.7% | +1.5% | +3.2% | +4.3% |
| 30D | +3.2% | +25.9% | -22.7% | -4.4% |
| 3M | +9.9% | +53.2% | -43.3% | -5.6% |
| 6M | -15.1% | +105.5% | -120.6% | -36.0% |
| YTD | -27.9% | +139.2% | -167.2% | -49.3% |
| 1Y | -70.2% | +117.4% | -187.6% | -78.4% |
| 3Y | +72.5% | +99.3% | -26.8% | +21.4% |
| All | +1.5% | +316.1% | -314.6% | -36.4% |
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