+317.4%
DINO vs AGI
+400.3%
-82.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | +0.1% |
| 7D | +2.3% | -2.7% | +5.0% | +2.4% |
| 30D | +22.6% | +7.2% | +15.4% | +22.3% |
| 3M | +55.2% | +4.3% | +51.0% | +55.0% |
| 6M | +93.8% | -27.1% | +120.9% | +97.3% |
| YTD | +139.5% | -6.6% | +146.1% | +137.5% |
| 1Y | +115.3% | +9.5% | +105.8% | +109.8% |
| 3Y | +98.8% | +208.4% | -109.7% | +66.9% |
| All | +317.4% | +400.3% | -82.9% | +212.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling