+153.1%
SO vs DINO
+492.4%
-339.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | -1.1% | +2.3% | -3.4% | -1.3% |
| 30D | -5.0% | +22.6% | -27.6% | -7.0% |
| 3M | -5.8% | +55.2% | -61.0% | -10.1% |
| 6M | -7.9% | +93.8% | -101.7% | -14.3% |
| YTD | +2.4% | +139.5% | -137.1% | -7.1% |
| 1Y | -2.3% | +115.3% | -117.6% | -10.4% |
| 3Y | +41.9% | +98.8% | -56.9% | +29.8% |
| 5Y | +58.1% | +333.5% | -275.4% | +28.0% |
| All | +153.1% | +492.4% | -339.3% | +93.8% |
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