+610.7%
XYZ vs DINO
+491.0%
+119.7%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.8% | -6.0% | -3.9% |
| 7D | +2.9% | +4.2% | -1.3% | +1.8% |
| 30D | +1.4% | +33.9% | -32.5% | -5.6% |
| 3M | +14.6% | +50.5% | -36.0% | +3.3% |
| 6M | +20.8% | +95.2% | -74.4% | +1.4% |
| YTD | +23.1% | +140.6% | -117.5% | -2.8% |
| 1Y | +5.6% | +119.0% | -113.3% | -14.9% |
| 3Y | +50.9% | +100.4% | -49.5% | +21.3% |
| 5Y | -68.6% | +324.6% | -393.1% | -79.2% |
| All | +610.7% | +491.0% | +119.7% | +409.6% |
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