+688.6%
CAT vs DINO
+449.5%
+239.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.9% | -0.8% |
| 7D | +7.4% | +5.7% | +1.8% | +5.7% |
| 30D | -19.7% | -19.6% | -0.1% | -14.4% |
| 3M | -29.6% | +11.8% | -41.4% | -32.4% |
| 6M | -33.2% | +49.0% | -82.2% | -41.9% |
| YTD | +5.7% | +128.1% | -122.5% | -21.1% |
| 1Y | +9.3% | +96.3% | -86.9% | -14.4% |
| 3Y | +158.3% | +113.8% | +44.5% | +91.3% |
| 5Y | +211.6% | +252.7% | -41.1% | +89.1% |
| All | +688.6% | +449.5% | +239.1% | +322.1% |
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