+1,057.8%
TER vs DINO
+446.5%
+611.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -0.9% |
| 7D | +24.0% | +4.5% | +19.5% | +22.8% |
| 30D | -30.6% | -20.3% | -10.3% | -26.6% |
| 3M | -34.5% | +16.2% | -50.7% | -37.0% |
| 6M | -26.4% | +44.1% | -70.4% | -33.2% |
| YTD | +36.4% | +126.9% | -90.4% | +8.4% |
| 1Y | +47.4% | +94.0% | -46.6% | +21.9% |
| 3Y | +202.6% | +114.2% | +88.3% | +137.4% |
| 5Y | +83.9% | +250.8% | -166.9% | +23.0% |
| All | +1,057.8% | +446.5% | +611.2% | +636.5% |
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