+183.3%
CAT vs DINO
+245.4%
-62.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.1% |
| 7D | -10.3% | -15.5% | +5.2% | -6.0% |
| 30D | -31.2% | -16.0% | -15.2% | -28.1% |
| 3M | -34.7% | +17.9% | -52.6% | -38.2% |
| 6M | -39.5% | +38.5% | -78.0% | -45.8% |
| YTD | -1.7% | +115.8% | -117.5% | -24.8% |
| 1Y | -1.1% | +87.1% | -88.2% | -20.9% |
| 3Y | +143.9% | +96.5% | +47.3% | +84.4% |
| All | +183.3% | +245.4% | -62.1% | +74.6% |
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