+66.9%
T vs DINO
+491.7%
-424.8%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.6% |
| 7D | -2.4% | +1.5% | -3.9% | -2.7% |
| 30D | +4.3% | +25.9% | -21.6% | +0.9% |
| 3M | +11.6% | +53.2% | -41.6% | +4.7% |
| 6M | -5.6% | +105.5% | -111.0% | -15.3% |
| YTD | +6.6% | +139.2% | -132.7% | -6.7% |
| 1Y | -8.4% | +117.4% | -125.8% | -18.9% |
| 3Y | +107.8% | +99.3% | +8.6% | +83.4% |
| 5Y | +68.3% | +333.0% | -264.7% | +26.1% |
| All | +66.9% | +491.7% | -424.8% | +16.4% |
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