-6.4%
CARR vs DINO
+116.3%
-122.7%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.3% | +1.5% |
| 7D | -3.8% | +2.3% | -6.1% | -3.7% |
| 30D | -8.9% | +22.6% | -31.6% | -7.9% |
| 3M | -17.3% | +55.2% | -72.5% | -15.1% |
| 6M | -1.4% | +93.8% | -95.2% | -0.6% |
| YTD | +10.0% | +139.5% | -129.5% | +9.4% |
| 1Y | -6.4% | +115.3% | -121.7% | -6.2% |
| All | -6.4% | +116.3% | -122.7% | -6.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling