-19.9%
TLT vs DINO
+494.0%
-513.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | -0.3% | +2.0% | -2.2% | -0.1% |
| 30D | 0.0% | +27.7% | -27.7% | +1.6% |
| 3M | -2.9% | +56.3% | -59.2% | +0.1% |
| 6M | -6.3% | +107.6% | -113.8% | -1.5% |
| YTD | -3.3% | +140.2% | -143.5% | +2.6% |
| 1Y | -4.2% | +113.0% | -117.2% | +1.0% |
| 3Y | -1.7% | +100.1% | -101.7% | +3.7% |
| 5Y | -34.9% | +328.7% | -363.6% | -26.0% |
| All | -19.9% | +494.0% | -513.9% | -0.4% |
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