+1,157.1%
CAT vs DINO
+490.1%
+667.0%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.7% | -0.8% |
| 7D | +2.9% | +2.0% | +1.0% | +2.3% |
| 30D | -2.6% | +27.7% | -30.3% | -9.8% |
| 3M | -10.7% | +56.3% | -67.0% | -22.8% |
| 6M | +16.1% | +107.6% | -91.4% | -9.1% |
| YTD | +43.2% | +140.2% | -96.9% | +6.1% |
| 1Y | +96.8% | +113.0% | -16.2% | +51.0% |
| 3Y | +201.4% | +100.1% | +101.3% | +129.3% |
| 5Y | +332.7% | +328.7% | +3.9% | +148.7% |
| 10Y | +1,157.1% | +489.2% | +667.9% | +525.9% |
| All | +1,157.1% | +490.1% | +667.0% | +525.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling