+67.3%
AG vs DINO
+319.5%
-252.2%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.4% | -4.5% | -4.8% |
| 7D | -5.8% | +1.5% | -7.3% | -6.0% |
| 30D | +6.4% | +25.9% | -19.6% | +1.8% |
| 3M | +28.4% | +53.2% | -24.8% | +17.5% |
| 6M | -24.5% | +105.5% | -129.9% | -36.0% |
| YTD | +21.2% | +139.2% | -118.1% | -2.2% |
| 1Y | +114.1% | +117.4% | -3.3% | +77.1% |
| 3Y | +268.0% | +99.3% | +168.8% | +205.7% |
| 5Y | +67.3% | +333.0% | -265.7% | +3.5% |
| All | +67.3% | +319.5% | -252.2% | +3.5% |
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