-20.8%
TLT vs DINO
+491.7%
-512.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.2% |
| 7D | -1.6% | +1.5% | -3.1% | -1.5% |
| 30D | -1.3% | +25.9% | -27.3% | +0.2% |
| 3M | -3.7% | +53.2% | -56.9% | -1.0% |
| 6M | -6.4% | +105.5% | -111.8% | -1.7% |
| YTD | -4.5% | +139.2% | -143.7% | +1.4% |
| 1Y | -5.9% | +117.4% | -123.2% | -0.6% |
| 3Y | -2.8% | +99.3% | -102.1% | +2.4% |
| 5Y | -35.1% | +333.0% | -368.1% | -26.1% |
| All | -20.8% | +491.7% | -512.5% | -1.6% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling