+475.0%
DINO vs AGI
+392.3%
+82.6%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | +0.1% |
| 7D | +2.3% | -2.7% | +5.0% | +2.3% |
| 30D | +22.6% | +7.2% | +15.4% | +22.6% |
| 3M | +55.2% | +4.3% | +51.0% | +55.3% |
| 6M | +93.8% | -27.1% | +120.9% | +94.5% |
| YTD | +139.5% | -6.6% | +146.1% | +139.2% |
| 1Y | +115.3% | +9.5% | +105.8% | +114.5% |
| 3Y | +98.8% | +208.4% | -109.7% | +94.3% |
| 5Y | +333.5% | +401.6% | -68.1% | +320.9% |
| All | +475.0% | +392.3% | +82.6% | +479.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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