-34.5%
TLT vs DINO
+328.8%
-363.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.8% | -2.8% | +0.1% |
| 7D | +0.4% | +4.2% | -3.8% | +0.5% |
| 30D | -0.3% | +33.9% | -34.2% | +0.6% |
| 3M | -1.7% | +50.5% | -52.3% | -0.4% |
| 6M | -4.9% | +95.2% | -100.1% | -2.8% |
| YTD | -2.8% | +140.6% | -143.3% | -0.1% |
| 1Y | -4.2% | +119.0% | -123.2% | -1.7% |
| 3Y | -1.1% | +100.4% | -101.5% | +0.9% |
| All | -34.5% | +328.8% | -363.3% | -30.7% |
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