-38.4%
U vs DINO
+492.4%
-530.9%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.1% |
| 7D | 0.0% | +1.5% | -1.5% | -0.2% |
| 30D | -4.1% | +25.9% | -30.0% | -7.1% |
| 3M | +57.8% | +53.2% | +4.6% | +48.4% |
| 6M | +103.5% | +105.5% | -1.9% | +82.8% |
| YTD | -4.8% | +139.2% | -144.0% | -17.1% |
| 1Y | -2.4% | +117.4% | -119.8% | -13.8% |
| 3Y | +11.7% | +99.3% | -87.6% | -3.8% |
| 5Y | -68.9% | +333.0% | -401.9% | -73.2% |
| All | -38.4% | +492.4% | -530.9% | -33.7% |
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