+414.1%
CARR vs DINO
+497.0%
-83.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.2% |
| 7D | -4.1% | +1.5% | -5.6% | -4.4% |
| 30D | -11.0% | +25.9% | -36.9% | -15.1% |
| 3M | -16.4% | +53.2% | -69.5% | -23.8% |
| 6M | -2.4% | +105.5% | -107.8% | -17.3% |
| YTD | +8.4% | +139.2% | -130.8% | -11.6% |
| 1Y | -8.0% | +117.4% | -125.4% | -23.6% |
| 3Y | +0.6% | +99.3% | -98.7% | -17.2% |
| 5Y | +7.7% | +333.0% | -325.3% | -27.7% |
| All | +414.1% | +497.0% | -83.0% | +186.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling