+444.1%
STM vs DINO
+431.4%
+12.7%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.4% | +0.6% |
| 7D | -7.9% | -12.9% | +5.0% | -4.4% |
| 30D | -14.1% | -18.6% | +4.4% | -9.7% |
| 3M | -17.6% | +16.6% | -34.2% | -21.5% |
| 6M | -24.2% | +38.2% | -62.4% | -31.2% |
| YTD | +73.3% | +119.3% | -46.0% | +37.0% |
| 1Y | +90.1% | +84.3% | +5.8% | +57.5% |
| 3Y | +10.3% | +107.1% | -96.8% | -14.0% |
| 5Y | -5.7% | +249.9% | -255.7% | -38.3% |
| All | +444.1% | +431.4% | +12.7% | +225.5% |
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