+141.0%
CI vs DINO
+490.1%
-349.1%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | -1.1% | +2.0% | -3.1% | -1.5% |
| 30D | +0.5% | +27.7% | -27.2% | -4.1% |
| 3M | -5.2% | +56.3% | -61.5% | -13.2% |
| 6M | +4.3% | +107.6% | -103.2% | -10.1% |
| YTD | +2.8% | +140.2% | -137.4% | -14.2% |
| 1Y | -5.8% | +113.0% | -118.8% | -19.7% |
| 3Y | +4.7% | +100.1% | -95.3% | -11.3% |
| 5Y | +42.7% | +328.7% | -286.1% | -1.5% |
| 10Y | +141.0% | +489.2% | -348.2% | +47.6% |
| All | +141.0% | +490.1% | -349.1% | +47.6% |
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 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