+152.3%
W vs DINO
+491.7%
-339.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.6% |
| 7D | +0.5% | +1.5% | -1.0% | +0.1% |
| 30D | -5.6% | +25.9% | -31.5% | -11.3% |
| 3M | +41.9% | +53.2% | -11.3% | +25.8% |
| 6M | +30.2% | +105.5% | -75.2% | +4.7% |
| YTD | -2.9% | +139.2% | -142.2% | -26.1% |
| 1Y | +11.6% | +117.4% | -105.8% | -13.1% |
| 3Y | +37.0% | +99.3% | -62.3% | +6.8% |
| 5Y | -62.8% | +333.0% | -395.8% | -76.9% |
| All | +152.3% | +491.7% | -339.4% | +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 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