+129.5%
TLT vs DINO
+10,860.3%
-10,730.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.0% | -3.0% | +0.3% |
| 7D | -1.0% | -2.7% | +1.7% | -1.2% |
| 30D | +4.1% | -17.2% | +21.3% | +2.9% |
| 3M | -0.4% | +18.9% | -19.3% | +1.0% |
| 6M | -3.2% | +40.6% | -43.7% | -0.5% |
| YTD | -3.5% | +125.9% | -129.5% | +2.7% |
| 1Y | -5.8% | +90.9% | -96.7% | -0.9% |
| 3Y | +4.6% | +113.4% | -108.8% | +11.7% |
| 5Y | -34.4% | +258.3% | -292.7% | -26.2% |
| 10Y | -11.4% | +446.1% | -457.6% | +7.8% |
| All | +129.5% | +10,860.3% | -10,730.8% | +243.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling