+10.7%
CARR vs DINO
+326.7%
-316.0%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.3% | +1.4% |
| 7D | -3.8% | +2.3% | -6.1% | -4.1% |
| 30D | -8.9% | +22.6% | -31.6% | -12.0% |
| 3M | -17.3% | +55.2% | -72.5% | -23.4% |
| 6M | -1.4% | +93.8% | -95.2% | -13.1% |
| YTD | +10.0% | +139.5% | -129.5% | -7.6% |
| 1Y | -6.4% | +115.3% | -121.7% | -19.8% |
| 3Y | +1.5% | +98.8% | -97.2% | -15.6% |
| All | +10.7% | +326.7% | -316.0% | -15.2% |
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 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