+394.0%
CAH vs DINO
+326.7%
+67.3%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | -5.1% | +2.3% | -7.4% | -5.2% |
| 30D | +0.2% | +22.6% | -22.5% | -0.9% |
| 3M | +6.3% | +55.2% | -48.9% | +3.7% |
| 6M | +9.4% | +93.8% | -84.4% | +5.0% |
| YTD | +15.0% | +139.5% | -124.6% | +8.2% |
| 1Y | +55.4% | +115.3% | -59.9% | +47.4% |
| 3Y | +173.8% | +98.8% | +75.0% | +157.2% |
| All | +394.0% | +326.7% | +67.3% | +313.7% |
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 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