+8,060.4%
CI vs DINO
+18,239.4%
-10,178.9%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.0% | +3.5% | +2.7% |
| 7D | +2.6% | -12.9% | +15.5% | +5.1% |
| 30D | +7.3% | -18.6% | +25.9% | +11.1% |
| 3M | +9.5% | +16.6% | -7.1% | +5.8% |
| 6M | +6.4% | +38.2% | -31.7% | -0.8% |
| YTD | +12.0% | +119.3% | -107.3% | -5.0% |
| 1Y | +20.1% | +84.3% | -64.2% | +5.1% |
| 3Y | +9.6% | +107.1% | -97.6% | -8.2% |
| 5Y | +52.7% | +249.9% | -197.2% | +12.1% |
| 10Y | +150.3% | +428.8% | -278.5% | +56.7% |
| All | +8,060.4% | +18,239.4% | -10,178.9% | +2,906.7% |
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