+113.8%
SYY vs DINO
+492.4%
-378.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.1% |
| 7D | +3.9% | +2.3% | +1.6% | +3.4% |
| 30D | -1.7% | +22.6% | -24.4% | -6.5% |
| 3M | +5.2% | +55.2% | -50.1% | -5.8% |
| 6M | -0.2% | +93.8% | -94.0% | -15.9% |
| YTD | +15.4% | +139.5% | -124.1% | -8.4% |
| 1Y | +5.6% | +115.3% | -109.7% | -14.2% |
| 3Y | +28.9% | +98.8% | -69.9% | +4.1% |
| 5Y | +24.1% | +333.5% | -309.4% | -24.7% |
| All | +113.8% | +492.4% | -378.6% | +19.3% |
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