+52.7%
CI vs DINO
+245.2%
-192.5%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.0% | +3.5% | +2.6% |
| 7D | +2.6% | -12.9% | +15.5% | +3.9% |
| 30D | +7.3% | -18.6% | +25.9% | +9.4% |
| 3M | +9.5% | +16.6% | -7.1% | +7.3% |
| 6M | +6.4% | +38.2% | -31.7% | +2.1% |
| YTD | +12.0% | +119.3% | -107.3% | +1.2% |
| 1Y | +20.1% | +84.3% | -64.2% | +10.7% |
| 3Y | +9.6% | +107.1% | -97.6% | -1.2% |
| 5Y | +52.7% | +249.9% | -197.2% | +29.9% |
| All | +52.7% | +245.2% | -192.5% | +29.9% |
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 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