+18,551.4%
CAT vs DINO
+18,239.4%
+312.0%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.4% | -2.1% |
| 7D | -6.3% | -12.9% | +6.6% | -2.8% |
| 30D | -26.8% | -18.6% | -8.2% | -22.9% |
| 3M | -30.0% | +16.6% | -46.6% | -33.2% |
| 6M | -34.6% | +38.2% | -72.7% | -40.6% |
| YTD | +2.9% | +119.3% | -116.4% | -18.3% |
| 1Y | +3.3% | +84.3% | -81.0% | -14.3% |
| 3Y | +153.7% | +107.1% | +46.6% | +100.4% |
| 5Y | +207.3% | +249.9% | -42.7% | +105.9% |
| 10Y | +674.0% | +428.8% | +245.2% | +331.0% |
| All | +18,551.4% | +18,239.4% | +312.0% | +5,186.3% |
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