-22.7%
U vs DINO
+464.9%
-487.6%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | 0.0% | +5.2% | +5.2% |
| 7D | +2.6% | +5.7% | -3.1% | +1.9% |
| 30D | +27.6% | -19.6% | +47.1% | +30.8% |
| 3M | +15.3% | +11.8% | +3.5% | +12.9% |
| 6M | +96.4% | +49.0% | +47.4% | +84.2% |
| YTD | +19.6% | +128.1% | -108.6% | +4.1% |
| 1Y | +42.1% | +96.3% | -54.2% | +26.7% |
| 3Y | +87.5% | +113.8% | -26.2% | +60.0% |
| 5Y | -73.1% | +252.7% | -325.8% | -77.2% |
| All | -22.7% | +464.9% | -487.6% | -16.7% |
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 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