+995.4%
TER vs DINO
+449.5%
+545.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | 0.0% | -5.4% | -5.4% |
| 7D | +14.4% | +5.7% | +8.7% | +12.9% |
| 30D | -30.6% | -19.6% | -11.0% | -26.7% |
| 3M | -39.2% | +11.8% | -51.0% | -41.0% |
| 6M | -31.3% | +49.0% | -80.2% | -38.1% |
| YTD | +29.1% | +128.1% | -99.0% | +2.4% |
| 1Y | +47.4% | +96.3% | -48.9% | +21.6% |
| 3Y | +191.2% | +113.8% | +77.4% | +128.7% |
| 5Y | +74.0% | +252.7% | -178.7% | +16.2% |
| All | +995.4% | +449.5% | +545.9% | +595.8% |
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