+683.1%
CTAS vs DINO
+492.4%
+190.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.5% |
| 7D | +0.5% | +2.3% | -1.8% | +0.1% |
| 30D | -0.7% | +22.6% | -23.4% | -4.5% |
| 3M | +11.1% | +55.2% | -44.2% | +2.1% |
| 6M | +2.1% | +93.8% | -91.6% | -10.5% |
| YTD | +8.0% | +139.5% | -131.6% | -9.7% |
| 1Y | -0.5% | +115.3% | -115.8% | -15.3% |
| 3Y | +66.2% | +98.8% | -32.6% | +40.4% |
| 5Y | +109.2% | +333.5% | -224.3% | +42.1% |
| All | +683.1% | +492.4% | +190.7% | +387.3% |
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 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