+5,760.6%
CRM vs DINO
+4,962.9%
+797.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.8% | +1.9% |
| 7D | -4.4% | +2.3% | -6.7% | -5.0% |
| 30D | +28.1% | +22.6% | +5.5% | +22.0% |
| 3M | +48.8% | +55.2% | -6.4% | +33.6% |
| 6M | +28.3% | +93.8% | -65.5% | +9.1% |
| YTD | -6.0% | +139.5% | -145.5% | -24.6% |
| 1Y | +1.4% | +115.3% | -113.9% | -16.9% |
| 3Y | +11.8% | +98.8% | -86.9% | -8.6% |
| 5Y | -2.0% | +333.5% | -335.5% | -36.0% |
| 10Y | +239.6% | +487.5% | -247.9% | +76.5% |
| All | +5,760.6% | +4,962.9% | +797.7% | +1,769.6% |
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 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