+14.5%
TFC vs DINO
+328.2%
-313.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.7% |
| 7D | -1.3% | +2.0% | -3.3% | -1.9% |
| 30D | -2.3% | +27.7% | -30.0% | -9.0% |
| 3M | +2.5% | +56.3% | -53.8% | -10.3% |
| 6M | +9.5% | +107.6% | -98.1% | -13.0% |
| YTD | +5.1% | +140.2% | -135.1% | -21.1% |
| 1Y | +15.5% | +113.0% | -97.5% | -10.1% |
| 3Y | +95.2% | +100.1% | -4.9% | +48.7% |
| 5Y | +14.5% | +328.7% | -314.3% | -35.2% |
| All | +14.5% | +328.2% | -313.7% | -35.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling