+48.7%
TMUS vs DINO
+245.2%
-196.5%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.3% |
| 7D | +9.5% | -12.9% | +22.4% | +10.2% |
| 30D | +13.8% | -18.6% | +32.4% | +14.9% |
| 3M | -4.6% | +16.6% | -21.2% | -5.6% |
| 6M | -11.7% | +38.2% | -49.8% | -13.5% |
| YTD | -15.4% | +119.3% | -134.7% | -19.1% |
| 1Y | -16.1% | +84.3% | -100.4% | -19.2% |
| 3Y | +20.5% | +107.1% | -86.7% | +14.0% |
| 5Y | +48.7% | +249.9% | -201.2% | +37.3% |
| All | +48.7% | +245.2% | -196.5% | +37.3% |
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