+98.6%
DINO vs AGI
+204.0%
-105.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.3% | +2.9% | -0.5% |
| 7D | +1.5% | -5.3% | +6.7% | +1.3% |
| 30D | +25.9% | +6.8% | +19.2% | +26.2% |
| 3M | +53.2% | +8.3% | +44.9% | +53.9% |
| 6M | +105.5% | -29.2% | +134.7% | +107.4% |
| YTD | +139.2% | -7.3% | +146.5% | +138.1% |
| 1Y | +117.4% | +8.0% | +109.3% | +115.0% |
| All | +98.6% | +204.0% | -105.4% | +72.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling