+465.1%
STM vs DINO
+449.5%
+15.6%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +12.0% | +5.7% | +6.3% | +10.5% |
| 30D | -0.4% | -19.6% | +19.2% | +5.2% |
| 3M | -13.2% | +11.8% | -25.0% | -16.3% |
| 6M | -26.1% | +49.0% | -75.0% | -34.2% |
| YTD | +81.2% | +128.1% | -46.9% | +41.7% |
| 1Y | +98.3% | +96.3% | +2.0% | +61.5% |
| 3Y | +16.7% | +113.8% | -97.1% | -9.7% |
| 5Y | -4.8% | +252.7% | -257.5% | -37.8% |
| All | +465.1% | +449.5% | +15.6% | +237.8% |
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